OIA
DWTR
OneDigital Investment Advisors’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-87,684
| Closed | -$2.87M | – | 609 |
|
|
2019
Q4 | $2.87M | Sell |
87,684
-15,970
| -15% | -$523K | 0.23% | 100 |
|
|
2019
Q3 | $3.25M | Sell |
103,654
-6,300
| -6% | -$198K | 0.29% | 82 |
|
|
2019
Q2 | $3.44M | Sell |
109,954
-15,708
| -13% | -$491K | 0.27% | 63 |
|
|
2019
Q1 | $3.74M | Sell |
125,662
-2,014
| -2% | -$60K | 0.55% | 46 |
|
|
2018
Q4 | $3.14M | Buy |
+127,676
| New | +$3.14M | 0.53% | 50 |
|