Money Concepts Capital’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-28,119
Closed -$738K 781
2020
Q4
$738K Buy
+28,119
New +$709K 0.07% 233

Money Concepts Capital's DWFI Position: Q1 2021 in Review

Money Concepts Capital sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 28,119 shares — an estimated $738K sold.

Money Concepts Capital first reported a position in DWFI in Q4 2020 and held it in 1 quarter. The position peaked at $738K in Q4 2020. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Money Concepts Capital reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 28,119 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $738K.
  • Money Concepts Capital first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $738K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.