Atwood & Palmer’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-275,364
| Closed | -$7.23M | – | 457 |
|
|
2020
Q4 | $7.23M | Sell |
275,364
-70,918
| -20% | -$1.79M | 0.78% | 43 |
|
|
2020
Q3 | $8.4M | Sell |
346,282
-7,776
| -2% | -$188K | 1.06% | 36 |
|
|
2020
Q2 | $8.23M | Sell |
354,058
-225
| -0.1% | -$5.1K | 1.11% | 34 |
|
|
2020
Q1 | $7.92M | Sell |
354,283
-12,290
| -3% | -$286K | 1.24% | 30 |
|
|
2019
Q4 | $8.61M | Sell |
366,573
-8,450
| -2% | -$198K | 1.11% | 29 |
|
|
2019
Q3 | $8.83M | Sell |
375,023
-339,291
| -47% | -$7.98M | 1.19% | 29 |
|
|
2019
Q2 | $16.7M | Sell |
714,314
-13,517
| -2% | -$314K | 2.26% | 15 |
|
|
2019
Q1 | $16.8M | Sell |
727,831
-8,524
| -1% | -$194K | 2.38% | 16 |
|
|
2018
Q4 | $16.4M | Sell |
736,355
-106,840
| -13% | -$2.42M | 2.6% | 11 |
|
|
2018
Q3 | $19.9M | Buy |
843,195
+5,970
| +0.7% | +$141K | 2.59% | 11 |
|
|
2018
Q2 | $19.8M | Buy |
837,225
+338,735
| +68% | +$8.24M | 2.72% | 12 |
|
|
2018
Q1 | $12.5M | Buy |
498,490
+200,315
| +67% | +$5.06M | 1.79% | 18 |
|
|
2017
Q4 | $7.54M | Buy |
+298,175
| New | +$7.61M | 1.06% | 32 |
|
Atwood & Palmer's DWFI Position: Q1 2021 in Review
Atwood & Palmer sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 275,364 shares — an estimated $7.23M sold.
Atwood & Palmer first reported a position in DWFI in Q4 2017 and held it in 13 quarters. The position peaked at $19.9M in Q3 2018. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.
- Atwood & Palmer reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
- Atwood & Palmer sold 275,364 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $7.23M.
- Atwood & Palmer first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2017 and held it in 13 quarters.
- Atwood & Palmer's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $19.9M in Q3 2018.
- 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.
Based on Atwood & Palmer's 13F filing for Q1 2021, filed 26 Apr 2021.