Cherry Tree Wealth Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Hold |
2,429
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $58.2K | Buy |
2,429
+110
| +5% | +$2.64K | 0.01% | 249 |
|
|
2024
Q4 | $59.9K | Sell |
2,319
-208
| -8% | -$5.37K | 0.01% | 244 |
|
|
2024
Q3 | $63.7K | Hold |
2,527
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $61K | Sell |
2,527
-204
| -7% | -$4.92K | 0.02% | 242 |
|
|
2024
Q1 | $65.9K | Hold |
2,731
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $58.9K | Hold |
2,731
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $67.7K | Buy |
2,731
+1,216
| +80% | +$30.1K | 0.02% | 212 |
|
|
2023
Q2 | $39.2K | Buy |
+1,515
| New | +$39.2K | 0.01% | 242 |
|