Trueblood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
9,432
+1
| +0% | +$85 | 0.33% | 102 |
|
|
2025
Q1 | $735K | Sell |
9,431
-1,797
| -16% | -$140K | 0.34% | 102 |
|
|
2024
Q4 | $1.03M | Buy |
11,228
+828
| +8% | +$75.6K | 0.51% | 61 |
|
|
2024
Q3 | $966K | Buy |
10,400
+284
| +3% | +$26.4K | 0.48% | 66 |
|
|
2024
Q2 | $860K | Buy |
10,116
+22
| +0.2% | +$1.87K | 0.49% | 68 |
|
|
2024
Q1 | $918K | Hold |
10,094
| – | – | 0.53% | 61 |
|
|
2023
Q4 | $846K | Buy |
+10,094
| New | +$846K | 0.53% | 59 |
|