NewEdge Advisors’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
Q3 | – | Sell |
-7,363
| Closed | -$229 | – | 696 |
|
|
2018
Q2 | $229 | Buy |
7,363
+3
| +0% | – | 0.02% | 481 |
|
|
2018
Q1 | $213K | Sell |
7,360
-100
| -1% | -$2.89K | 0.02% | 454 |
|
|
2017
Q4 | $226K | Buy |
+7,460
| New | +$226K | 0.03% | 372 |
|
|
2017
Q3 | – | Sell |
-2,831
| Closed | -$77.1K | – | 1313 |
|
|
2017
Q2 | $77.1K | Buy |
+2,831
| New | +$77.1K | 0.01% | 469 |
|