Geneos Wealth Management’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $165K | Buy |
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|
2019
Q1 | $90K | Sell |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $169K | Buy |
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|
2018
Q2 | $108K | Buy |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $85K | Buy |
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