Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-75
| Closed | -$6K | – | 710 |
|
|
2024
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 906 |
|
|
2024
Q1 | $6.82K | Hold |
75
| – | – | ﹤0.01% | 882 |
|
|
2023
Q4 | $6K | Sell |
75
-40
| -35% | -$3.2K | ﹤0.01% | 857 |
|
|
2023
Q3 | $8.64K | Buy |
+115
| New | +$8.64K | ﹤0.01% | 826 |
|
|
2023
Q1 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 852 |
|
|
2022
Q4 | – | Sell |
-125
| Closed | -$8K | – | 507 |
|
|
2022
Q3 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 774 |
|