Prospera Financial Services’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,351
| Closed | -$86K | – | 1865 |
|
|
2022
Q1 | $86K | Buy |
+3,351
| New | +$86K | ﹤0.01% | 1161 |
|
|
2020
Q1 | – | Sell |
-12,093
| Closed | -$237K | – | 538 |
|
|
2019
Q4 | $237K | Hold |
12,093
| – | – | 0.02% | 527 |
|
|
2019
Q3 | $223K | Sell |
12,093
-850
| -7% | -$15.7K | 0.02% | 498 |
|
|
2019
Q2 | $240K | Buy |
12,943
+1,000
| +8% | +$18.5K | 0.03% | 456 |
|
|
2019
Q1 | $218K | Buy |
+11,943
| New | +$218K | 0.07% | 289 |
|