Capital Analysts LLC’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-400
Closed -$13K 761
2019
Q4
$13K Hold
400
﹤0.01% 529
2019
Q3
$12K Hold
400
﹤0.01% 525
2019
Q2
$13K Hold
400
﹤0.01% 513
2019
Q1
$11K Buy
+400
New +$11.1K ﹤0.01% 504

Capital Analysts LLC's DWTR Position: Q1 2020 in Review

Capital Analysts LLC sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2020, closing a stake of 400 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in DWTR in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 0 funds tracked by Wall St. Rank hold DWTR as of Q1 2020.

  • Capital Analysts LLC reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 400 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2020, an estimated $13K.
  • Capital Analysts LLC first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q1 2019 and held it in 4 quarters.
  • Capital Analysts LLC's Invesco DWA Tactical Sector Rotation ETF position peaked at $13K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2020.

Based on Capital Analysts LLC's 13F filing for Q1 2020, filed 8 May 2020.