EP Wealth Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Hold |
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|
2025
Q1 | $719K | Sell |
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|
2024
Q4 | $880K | Hold |
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|
2024
Q3 | $895K | Hold |
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|
2024
Q2 | $820K | Hold |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $812K | Hold |
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|
2023
Q3 | $728K | Buy |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $830K | Hold |
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|
2022
Q3 | $782K | Hold |
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|
2022
Q2 | $775K | Hold |
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|
2022
Q1 | $966K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $985K | Sell |
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|
2020
Q1 | $983K | Buy |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.46M | Buy |
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