Accel Wealth Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $474K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $440K | Sell |
|
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|
2024
Q3 | $471K | Buy |
|
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|
2024
Q2 | $428K | Sell |
|
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|
2024
Q1 | $463K | Sell |
|
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|
2023
Q4 | $401K | Sell |
|
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $400K | Buy |
|
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|
2023
Q1 | $377K | Buy |
|
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $361K | Buy |
|
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $88K | Buy |
|