Steward Partners Investment Advisory’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 | $238K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $180K | Sell |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.75M | Hold |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $2.08M | Hold |
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|
2018
Q2 | $1.96M | Sell |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $1.73M | Buy |
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