Harbour Investments’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
3,427
| – | – | ﹤0.01% | 1497 |
|
|
2025
Q1 | $97.4K | Sell |
3,427
-1,070
| -24% | -$30.4K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $131K | Buy |
4,497
+1,867
| +71% | +$54.4K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $81.1K | Buy |
+2,630
| New | +$81.1K | ﹤0.01% | 1431 |
|
|
2023
Q1 | – | Sell |
-449
| Closed | -$9.96K | – | 3027 |
|
|
2022
Q4 | $9.96K | Buy |
+449
| New | +$9.96K | ﹤0.01% | 1952 |
|
|
2021
Q4 | – | Sell |
-225
| Closed | -$5K | – | 2900 |
|
|
2021
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q2 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 3037 |
|