Ladenburg Thalmann Financial Services’s ALPS/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,050
| Closed | -$267K | – | 5531 |
|
|
2018
Q3 | $267K | Sell |
8,050
-1,812
| -18% | -$60.1K | ﹤0.01% | 2077 |
|
|
2018
Q2 | $294K | Hold |
9,862
| – | – | ﹤0.01% | 1942 |
|
|
2018
Q1 | $294K | Sell |
9,862
-668
| -6% | -$19.9K | ﹤0.01% | 1942 |
|
|
2017
Q4 | $313K | Sell |
10,530
-52
| -0.5% | -$1.55K | ﹤0.01% | 1877 |
|
|
2017
Q3 | $297K | Buy |
10,582
+1,404
| +15% | +$39.4K | ﹤0.01% | 1803 |
|
|
2017
Q2 | $248K | Buy |
9,178
+8,503
| +1,260% | +$230K | ﹤0.01% | 1867 |
|
|
2017
Q1 | $18K | Buy |
+675
| New | +$18K | ﹤0.01% | 3636 |
|