LPL Financial’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 |
-17,893
| Closed | -$594K | – | 3330 |
|
|
2018
Q3 | $594K | Sell |
17,893
-193
| -1% | -$6.41K | ﹤0.01% | 2091 |
|
|
2018
Q2 | $564K | Buy |
18,086
+318
| +2% | +$9.92K | ﹤0.01% | 2082 |
|
|
2018
Q1 | $529K | Sell |
17,768
-767
| -4% | -$22.8K | ﹤0.01% | 2083 |
|
|
2017
Q4 | $552K | Buy |
18,535
+928
| +5% | +$27.6K | ﹤0.01% | 1966 |
|
|
2017
Q3 | $494K | Buy |
17,607
+2,785
| +19% | +$78.1K | ﹤0.01% | 1947 |
|
|
2017
Q2 | $401K | Buy |
14,822
+3,231
| +28% | +$87.4K | ﹤0.01% | 2048 |
|
|
2017
Q1 | $302K | Buy |
+11,591
| New | +$302K | ﹤0.01% | 2192 |
|