AWA
Arkadios Wealth Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,965
| Closed | -$123K | – | 823 |
|
|
2021
Q3 | $123K | Hold |
4,965
| – | – | 0.02% | 631 |
|
|
2021
Q2 | $126K | Buy |
4,965
+40
| +0.8% | +$1.02K | 0.02% | 661 |
|
|
2021
Q1 | $116K | Sell |
4,925
-45,762
| -90% | -$1.08M | 0.02% | 504 |
|
|
2020
Q4 | $1.1M | Buy |
+50,687
| New | +$1.1M | 0.23% | 109 |
|