United Capital Financial Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

United Capital Financial Advisors’s Portfolio DWAS Stock Details DWAS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$233K	Sell
2022 Q3	$233K	Hold
2022 Q2	$231K	Hold
2022 Q1	$288K	Sell
2021 Q4	$333K	Buy
2017 Q2	–	Sell
2017 Q1	$344K	Sell
2016 Q4	$960K	Sell
2016 Q3	$1.19M	Sell
2016 Q2	$1.16M	Buy