Advisornet Financial’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-34,206
Closed -$877K 2043
2019
Q4
$877K Sell
34,206
-900
-3% -$22.9K 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% -$2.51K 0.1% 202
2019
Q1
$903K Buy
36,106
+1,000
+3% +$24.6K 0.11% 192
2018
Q4
$838K Sell
35,106
-4,150
-11% -$101K 0.12% 178
2018
Q3
$983K Buy
39,256
+900
+2% +$22.9K 0.12% 159
2018
Q2
$978K Buy
38,356
+1,600
+4% +$40.3K 0.13% 145
2018
Q1
$928K Buy
+36,756
New +$959K 0.13% 145

Advisornet Financial's DWIN Position: Q1 2020 in Review

Advisornet Financial sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2020, closing a stake of 34,206 shares — an estimated $877K sold.

Advisornet Financial first reported a position in DWIN in Q1 2018 and held it in 8 quarters. The position peaked at $983K in Q3 2018. 0 funds tracked by Wall St. Rank hold DWIN as of Q1 2020.

  • Advisornet Financial reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 34,206 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2020, an estimated $877K.
  • Advisornet Financial first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2018 and held it in 8 quarters.
  • Advisornet Financial's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $983K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.