OPOWM
One Plus One Wealth Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27,159
| Closed | -$653K | – | 92 |
|
|
2022
Q3 | $653K | Buy |
27,159
+12,969
| +91% | +$312K | 0.53% | 43 |
|
|
2022
Q2 | $360K | Buy |
14,190
+5,443
| +62% | +$138K | 0.27% | 59 |
|
|
2022
Q1 | $236K | Hold |
8,747
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $232K | Sell |
8,747
-1,270
| -13% | -$33.7K | 0.16% | 90 |
|
|
2021
Q3 | $249K | Hold |
10,017
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $255K | Hold |
10,017
| – | – | 0.18% | 69 |
|
|
2021
Q1 | $238K | Buy |
+10,017
| New | +$238K | 0.19% | 73 |
|