B. Riley Wealth Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-43,556
| Closed | -$1.43M | – | 582 |
|
2019
Q4 | $1.43M | Sell |
43,556
-2,152
| -5% | -$70.6K | 0.21% | 106 |
|
2019
Q3 | $1.43M | Sell |
45,708
-829
| -2% | -$26K | 0.25% | 92 |
|
2019
Q2 | $1.45K | Sell |
46,537
-97
| -0.2% | -$3 | 0.22% | 87 |
|
2019
Q1 | $1.39M | Sell |
46,634
-1,060
| -2% | -$31.6K | 0.24% | 92 |
|
2018
Q4 | $1.17M | Sell |
47,694
-323
| -0.7% | -$7.94K | 0.25% | 97 |
|
2018
Q3 | $1.52M | Buy |
+48,017
| New | +$1.52M | 0.37% | 61 |
|