Spire 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
Q3 | $155K | Sell |
|
|||||
|
2025
Q2 | $151K | Sell |
|
|||||
|
2025
Q1 | $148K | Hold |
|
|||||
|
2024
Q4 | $173K | Hold |
|
|||||
|
2024
Q3 | $176K | Sell |
|
|||||
|
2024
Q2 | $174K | Hold |
|
|||||
|
2024
Q1 | $186K | Buy |
|
|||||
|
2023
Q4 | $134K | Hold |
|
|||||
|
2023
Q3 | $124K | Buy |
|
|||||
|
2023
Q2 | $122K | Hold |
|
|||||
|
2023
Q1 | $114K | Buy |
|
|||||
|
2022
Q4 | $106K | Hold |
|
|||||
|
2022
Q3 | $99K | Sell |
|
|||||
|
2022
Q2 | $128K | Hold |
|
|||||
|
2022
Q1 | $160K | Hold |
|
|||||
|
2021
Q4 | $170K | Sell |
|
|||||
|
2021
Q3 | $170K | Sell |
|
|||||
|
2021
Q2 | $201K | Buy |
|
|||||
|
2021
Q1 | $182K | Buy |
|