Total Clarity Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-701
| Closed | -$48K | – | 411 |
|
|
2022
Q2 | $48K | Buy |
+701
| New | +$48K | 0.02% | 419 |
|
|
2022
Q1 | – | Sell |
-1,566
| Closed | -$141K | – | 386 |
|
|
2021
Q4 | $141K | Hold |
1,566
| – | – | 0.06% | 264 |
|
|
2021
Q3 | $138K | Buy |
+1,566
| New | +$138K | 0.07% | 261 |
|
|
2021
Q2 | – | Sell |
-6,053
| Closed | -$515K | – | 326 |
|
|
2021
Q1 | $515K | Buy |
+6,053
| New | +$515K | 0.3% | 85 |
|
|
2020
Q1 | – | Sell |
-1,923
| Closed | -$110K | – | 217 |
|
|
2019
Q4 | $110K | Buy |
+1,923
| New | +$110K | 0.08% | 173 |
|