Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-763
| Closed | -$19K | – | 681 |
|
|
2024
Q3 | $19K | Hold |
763
| – | – | 0.01% | 690 |
|
|
2024
Q2 | $18K | Sell |
763
-209
| -22% | -$4.93K | 0.01% | 695 |
|
|
2024
Q1 | $23.4K | Sell |
972
-2,655
| -73% | -$64K | 0.01% | 641 |
|
|
2023
Q4 | $78K | Buy |
3,627
+5
| +0.1% | +$108 | 0.03% | 378 |
|
|
2023
Q3 | $89.8K | Buy |
+3,622
| New | +$89.8K | 0.03% | 338 |
|
|
2023
Q1 | $57K | Buy |
+2,283
| New | +$57K | 0.02% | 416 |
|
|
2022
Q4 | – | Sell |
-1,547
| Closed | -$37K | – | 480 |
|
|
2022
Q3 | $37K | Buy |
+1,547
| New | +$37K | 0.02% | 451 |
|