MorganRosel Wealth Management’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 | $643K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $5.27M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.92M | Buy |
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|
2020
Q4 | $3.63M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.98M | Sell |
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|
2019
Q3 | $3.54M | Buy |
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