Accel Wealth Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
14,095
+4
| +0% | +$119 | 0.14% | 158 |
|
|
2025
Q1 | $401K | Sell |
14,091
-1,022
| -7% | -$29.1K | 0.14% | 142 |
|
|
2024
Q4 | $440K | Sell |
15,113
-156
| -1% | -$4.55K | 0.17% | 139 |
|
|
2024
Q3 | $471K | Buy |
15,269
+3
| +0% | +$92 | 0.18% | 134 |
|
|
2024
Q2 | $428K | Sell |
15,266
-106
| -0.7% | -$2.97K | 0.17% | 125 |
|
|
2024
Q1 | $463K | Sell |
15,372
-87
| -0.6% | -$2.62K | 0.2% | 114 |
|
|
2023
Q4 | $401K | Sell |
15,459
-1,180
| -7% | -$30.6K | 0.2% | 118 |
|
|
2023
Q3 | $380K | Sell |
16,639
-350
| -2% | -$8K | 0.21% | 109 |
|
|
2023
Q2 | $400K | Buy |
16,989
+6
| +0% | +$141 | 0.22% | 104 |
|
|
2023
Q1 | $377K | Buy |
16,983
+454
| +3% | +$10.1K | 0.15% | 143 |
|
|
2022
Q4 | $367K | Sell |
16,529
-313
| -2% | -$6.94K | 0.18% | 106 |
|
|
2022
Q3 | $368K | Buy |
16,842
+8
| +0% | +$175 | 0.2% | 105 |
|
|
2022
Q2 | $361K | Buy |
16,834
+445
| +3% | +$9.54K | 0.21% | 102 |
|
|
2022
Q1 | $419K | Buy |
16,389
+4,118
| +34% | +$105K | 0.22% | 89 |
|
|
2021
Q4 | $309K | Buy |
12,271
+2,551
| +26% | +$64.2K | 0.15% | 113 |
|
|
2021
Q3 | $229K | Buy |
9,720
+4,625
| +91% | +$109K | 0.15% | 122 |
|
|
2021
Q2 | $120K | Buy |
5,095
+1,160
| +29% | +$27.3K | 0.08% | 209 |
|
|
2021
Q1 | $88K | Buy |
+3,935
| New | +$88K | 0.07% | 232 |
|