OneDigital Investment Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,561
| Closed | -$201K | – | 603 |
|
|
2019
Q4 | $201K | Sell |
8,561
-533
| -6% | -$12.5K | 0.02% | 512 |
|
|
2019
Q3 | $214K | Sell |
9,094
-144
| -2% | -$3.39K | 0.02% | 478 |
|
|
2019
Q2 | $217K | Sell |
9,238
-2,272
| -20% | -$53.4K | 0.02% | 390 |
|
|
2019
Q1 | $266K | Sell |
11,510
-10,123
| -47% | -$234K | 0.04% | 243 |
|
|
2018
Q4 | $480K | Buy |
+21,633
| New | +$480K | 0.08% | 164 |
|