IHT Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
4,680
-9,072
| -66% | -$770K | 0.01% | 782 |
|
|
2025
Q1 | $1.07M | Buy |
13,752
+1,445
| +12% | +$113K | 0.03% | 452 |
|
|
2024
Q4 | $1.12M | Sell |
12,307
-3,708
| -23% | -$339K | 0.04% | 419 |
|
|
2024
Q3 | $1.49M | Buy |
16,015
+3,226
| +25% | +$300K | 0.04% | 390 |
|
|
2024
Q2 | $1.09M | Sell |
12,789
-3,696
| -22% | -$314K | 0.04% | 409 |
|
|
2024
Q1 | $1.5M | Sell |
16,485
-16,431
| -50% | -$1.49M | 0.06% | 323 |
|
|
2023
Q4 | $2.76M | Buy |
32,916
+16,585
| +102% | +$1.39M | 0.12% | 165 |
|
|
2023
Q3 | $1.23M | Buy |
16,331
+215
| +1% | +$16.1K | 0.06% | 304 |
|
|
2023
Q2 | $1.27M | Sell |
16,116
-1,502
| -9% | -$118K | 0.07% | 281 |
|
|
2023
Q1 | $1.3M | Sell |
17,618
-289
| -2% | -$21.3K | 0.07% | 252 |
|
|
2022
Q4 | $1.3M | Buy |
17,907
+405
| +2% | +$29.5K | 0.08% | 246 |
|
|
2022
Q3 | $1.2M | Buy |
17,502
+306
| +2% | +$21K | 0.09% | 243 |
|
|
2022
Q2 | $1.17M | Buy |
17,196
+10,087
| +142% | +$685K | 0.1% | 208 |
|
|
2022
Q1 | $602K | Buy |
+7,109
| New | +$602K | 0.05% | 372 |
|