Harvest Group Wealth Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $844K | Sell |
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|
2022
Q2 | $926K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $5.12M | Sell |
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|
2020
Q4 | $9.83M | Sell |
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|
2020
Q3 | $9.23M | Sell |
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|
2020
Q2 | $8.57M | Sell |
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|
2020
Q1 | $9.4M | Buy |
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|
2019
Q4 | $9.67M | Buy |
|