IWA
IBEX Wealth Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47,188
| Closed | -$4.25M | – | 184 |
|
|
2021
Q4 | $4.25M | Sell |
47,188
-1,731
| -4% | -$156K | 0.75% | 51 |
|
|
2021
Q3 | $4.3M | Sell |
48,919
-2,737
| -5% | -$240K | 0.83% | 46 |
|
|
2021
Q2 | $4.64M | Sell |
51,656
-2,643
| -5% | -$237K | 0.93% | 40 |
|
|
2021
Q1 | $4.62M | Buy |
54,299
+36,980
| +214% | +$3.15M | 1.14% | 33 |
|
|
2020
Q4 | $1.3M | Buy |
+17,319
| New | +$1.3M | 0.34% | 85 |
|