Carroll Financial Associates’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
-11,100
Closed -$363K 1790
2019
Q4
$363K Hold
11,100
0.03% 254
2019
Q3
$348K Hold
11,100
0.03% 269
2019
Q2
$346K Buy
+11,100
New +$334K 0.03% 260

Carroll Financial Associates's DWTR Position: Q1 2020 in Review

Carroll Financial Associates sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2020, closing a stake of 11,100 shares — an estimated $363K sold.

Carroll Financial Associates first reported a position in DWTR in Q2 2019 and held it in 3 quarters. The position peaked at $363K in Q4 2019. 0 funds tracked by Wall St. Rank hold DWTR as of Q1 2020.

  • Carroll Financial Associates reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 11,100 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2020, an estimated $363K.
  • Carroll Financial Associates first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's Invesco DWA Tactical Sector Rotation ETF position peaked at $363K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.