Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$19K | – | 1402 |
|
|
2025
Q1 | $19K | Hold |
250
| – | – | ﹤0.01% | 617 |
|
|
2024
Q4 | $23K | Hold |
250
| – | – | ﹤0.01% | 597 |
|
|
2024
Q3 | $23K | Hold |
250
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $21K | Hold |
250
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $23K | Buy |
+250
| New | +$23K | ﹤0.01% | 564 |
|