Institute for Wealth Management’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,521
| Closed | -$2.88M | – | 700 |
|
|
2019
Q4 | $2.88M | Sell |
22,521
-420
| -2% | -$53.7K | 0.65% | 27 |
|
|
2019
Q3 | $2.47M | Sell |
22,941
-65
| -0.3% | -$7K | 0.62% | 31 |
|
|
2019
Q2 | $2.72M | Sell |
23,006
-530
| -2% | -$62.6K | 0.6% | 31 |
|
|
2019
Q1 | $2.58M | Sell |
23,536
-410
| -2% | -$44.9K | 0.56% | 39 |
|
|
2018
Q4 | $2.11M | Buy |
+23,946
| New | +$2.11M | 0.86% | 29 |
|