Ladenburg Thalmann Financial Services’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-58,112
| Closed | -$1.61M | – | 5492 |
|
2018
Q4 | $1.61M | Buy |
58,112
+3,634
| +7% | +$101K | 0.01% | 770 |
|
2018
Q3 | $1.82M | Buy |
54,478
+54,347
| +41,486% | +$1.81M | 0.02% | 770 |
|
2018
Q2 | $4K | Hold |
131
| – | – | ﹤0.01% | 4721 |
|
2018
Q1 | $4K | Hold |
131
| – | – | ﹤0.01% | 4721 |
|
2017
Q4 | $4K | Buy |
+131
| New | +$4K | ﹤0.01% | 4637 |
|
2016
Q4 | – | Sell |
-78
| Closed | -$2K | – | 5026 |
|
2016
Q3 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 4552 |
|