Cornerstone Planning Group’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 | $353K | Buy |
4,140
+380
| +10% | +$32.4K | 0.07% | 62 |
|
|
2025
Q1 | $281K | Buy |
3,760
+32
| +0.9% | +$2.4K | 0.07% | 73 |
|
|
2024
Q4 | $339K | Buy |
3,728
+134
| +4% | +$12.2K | 0.08% | 51 |
|
|
2024
Q3 | $335K | Buy |
3,594
+112
| +3% | +$10.4K | 0.09% | 52 |
|
|
2024
Q2 | $288K | Buy |
3,482
+130
| +4% | +$10.8K | 0.08% | 65 |
|
|
2024
Q1 | $292K | Buy |
3,352
+587
| +21% | +$51.1K | 0.09% | 54 |
|
|
2023
Q4 | $232K | Buy |
2,765
+1,737
| +169% | +$146K | 0.08% | 76 |
|
|
2023
Q3 | $77.2K | Buy |
1,028
+987
| +2,407% | +$74.1K | 0.03% | 132 |
|
|
2023
Q2 | $3.23K | Buy |
+41
| New | +$3.23K | ﹤0.01% | 1042 |
|