Bison Wealth’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$26K | – | 361 |
|
|
2021
Q3 | $26K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $27K | Hold |
300
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $26K | Hold |
300
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $23K | Hold |
300
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $18K | Buy |
+300
| New | +$18K | 0.01% | 295 |
|