Arkadios Wealth Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-670
| Closed | -$18K | – | 872 |
|
|
2021
Q3 | $18K | Sell |
670
-1,021
| -60% | -$27.4K | ﹤0.01% | 1248 |
|
|
2021
Q2 | $45K | Buy |
1,691
+2
| +0.1% | +$53 | 0.01% | 962 |
|
|
2021
Q1 | $41K | Hold |
1,689
| – | – | 0.01% | 742 |
|
|
2020
Q4 | $41K | Buy |
1,689
+1,019
| +152% | +$24.7K | 0.01% | 591 |
|
|
2020
Q3 | $15.7K | Hold |
670
| – | – | 0.01% | 653 |
|
|
2020
Q2 | $14.1K | Hold |
670
| – | – | 0.01% | 612 |
|
|
2020
Q1 | $12K | Buy |
+670
| New | +$12K | 0.01% | 595 |
|