Next Financial Group’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-400
| Closed | -$13K | – | 2523 |
|
|
2019
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q2 | $13K | Buy |
+400
| New | +$12K | ﹤0.01% | 1620 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$10K | – | 2259 |
|
|
2018
Q4 | $10K | Sell |
400
-400
| -50% | -$10.8K | ﹤0.01% | 1355 |
|
|
2018
Q3 | $25K | Buy |
+800
| New | +$24.8K | 0.01% | 725 |
|
|
2017
Q4 | – | Sell |
-800
| Closed | -$22K | – | 1618 |
|
|
2017
Q3 | $22K | Hold |
800
| – | – | 0.01% | 950 |
|
|
2017
Q2 | $20K | Sell |
800
-100
| -11% | -$2.49K | ﹤0.01% | 1093 |
|
|
2017
Q1 | $22K | Sell |
900
-900
| -50% | -$22.3K | 0.01% | 1023 |
|
|
2016
Q4 | $44K | Sell |
1,800
-800
| -31% | -$19.6K | 0.01% | 1024 |
|
|
2016
Q3 | $65K | Buy |
2,600
+500
| +24% | +$12.6K | 0.01% | 838 |
|
|
2016
Q2 | $51K | Hold |
2,100
| – | – | 0.02% | 650 |
|
|
2016
Q1 | $49K | Hold |
2,100
| – | – | 0.02% | 632 |
|
|
2015
Q4 | $52K | Buy |
+2,100
| New | +$53.9K | 0.02% | 609 |
|
Next Financial Group's DWTR Position: Q1 2020 in Review
Next Financial Group sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2020, closing a stake of 400 shares — an estimated $13K sold.
Next Financial Group first reported a position in DWTR in Q4 2015 and held it in 13 quarters. The position peaked at $65K in Q3 2016. 0 funds tracked by Wall St. Rank hold DWTR as of Q1 2020.
- Next Financial Group reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
- Next Financial Group sold 400 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2020, an estimated $13K.
- Next Financial Group first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 13 quarters.
- Next Financial Group's Invesco DWA Tactical Sector Rotation ETF position peaked at $65K in Q3 2016.
- 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2020.
Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.