Institute for Wealth Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,367
Closed -$110K 708
2019
Q4
$110K Buy
+3,367
New +$107K 0.02% 468

Institute for Wealth Management's DWTR Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2020, closing a stake of 3,367 shares — an estimated $110K sold.

Institute for Wealth Management first reported a position in DWTR in Q4 2019 and held it in 1 quarter. The position peaked at $110K in Q4 2019. 0 funds tracked by Wall St. Rank hold DWTR as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 3,367 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2020, an estimated $110K.
  • Institute for Wealth Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $110K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.