Cambridge Investment Research Advisors’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 |
-8,600
| Closed | -$221K | – | 2568 |
|
|
2019
Q4 | $221K | Sell |
8,600
-40
| -0.5% | -$1.02K | ﹤0.01% | 2140 |
|
|
2019
Q3 | $222K | Hold |
8,640
| – | – | ﹤0.01% | 2048 |
|
|
2019
Q2 | $219K | Hold |
8,640
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q1 | $216K | Sell |
8,640
-1,500
| -15% | -$36.9K | ﹤0.01% | 2022 |
|
|
2018
Q4 | $242K | Sell |
10,140
-475
| -4% | -$11.5K | ﹤0.01% | 1803 |
|
|
2018
Q3 | $266K | Buy |
10,615
+2,704
| +34% | +$68.7K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $202K | Buy |
+7,911
| New | +$199K | ﹤0.01% | 2012 |
|
|
2018
Q1 | – | Sell |
-8,764
| Closed | -$236K | – | 2302 |
|
|
2017
Q4 | $236K | Sell |
8,764
-52,837
| -86% | -$1.43M | ﹤0.01% | 1815 |
|
|
2017
Q3 | $1.69M | Sell |
61,601
-6,317
| -9% | -$174K | 0.02% | 589 |
|
|
2017
Q2 | $1.88M | Buy |
67,918
+2,762
| +4% | +$76.8K | 0.03% | 547 |
|
|
2017
Q1 | $1.82M | Buy |
65,156
+1,758
| +3% | +$48.9K | 0.03% | 473 |
|
|
2016
Q4 | $1.74M | Buy |
63,398
+2,773
| +5% | +$75.1K | 0.03% | 477 |
|
|
2016
Q3 | $1.69M | Buy |
60,625
+14,121
| +30% | +$394K | 0.03% | 478 |
|
|
2016
Q2 | $1.27M | Buy |
+46,504
| New | +$1.23M | 0.03% | 505 |
|
Cambridge Investment Research Advisors's DWIN Position: Q1 2020 in Review
Cambridge Investment Research Advisors sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2020, closing a stake of 8,600 shares — an estimated $221K sold.
Cambridge Investment Research Advisors first reported a position in DWIN in Q2 2016 and held it in 14 quarters. The position peaked at $1.88M in Q2 2017. 0 funds tracked by Wall St. Rank hold DWIN as of Q1 2020.
- Cambridge Investment Research Advisors reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
- Cambridge Investment Research Advisors sold 8,600 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2020, an estimated $221K.
- Cambridge Investment Research Advisors first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2016 and held it in 14 quarters.
- Cambridge Investment Research Advisors's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $1.88M in Q2 2017.
- 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2020.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.