Advisornet Financial’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,206
| Closed | -$877K | – | 2045 |
|
|
2019
Q4 | $877K | Sell |
34,206
-900
| -3% | -$23.1K | 0.07% | 236 |
|
|
2019
Q3 | $900K | Sell |
35,106
-900
| -2% | -$23.1K | 0.08% | 229 |
|
|
2019
Q2 | $914K | Sell |
36,006
-100
| -0.3% | -$2.54K | 0.1% | 202 |
|
|
2019
Q1 | $903K | Buy |
36,106
+1,000
| +3% | +$25K | 0.11% | 192 |
|
|
2018
Q4 | $838K | Sell |
35,106
-4,150
| -11% | -$99.1K | 0.12% | 178 |
|
|
2018
Q3 | $983K | Buy |
39,256
+900
| +2% | +$22.5K | 0.12% | 159 |
|
|
2018
Q2 | $978K | Buy |
38,356
+1,600
| +4% | +$40.8K | 0.13% | 145 |
|
|
2018
Q1 | $928K | Buy |
+36,756
| New | +$928K | 0.13% | 145 |
|