LPL Financial’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 |
-55,329
| Closed | -$1.52M | – | 3250 |
|
|
2018
Q4 | $1.52M | Sell |
55,329
-3,085
| -5% | -$84.9K | ﹤0.01% | 1224 |
|
|
2018
Q3 | $1.96M | Buy |
58,414
+5,316
| +10% | +$178K | ﹤0.01% | 1191 |
|
|
2018
Q2 | $1.73M | Buy |
53,098
+7,130
| +16% | +$232K | ﹤0.01% | 1227 |
|
|
2018
Q1 | $1.44M | Buy |
+45,968
| New | +$1.44M | ﹤0.01% | 1325 |
|
|
2017
Q1 | – | Sell |
-9,887
| Closed | -$254K | – | 2849 |
|
|
2016
Q4 | $254K | Buy |
+9,887
| New | +$254K | ﹤0.01% | 2308 |
|