Retirement Group’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-450
Closed -$11K 809
2020
Q4
$11K Hold
450
0.01% 424
2020
Q3
$11K Hold
450
0.01% 407
2020
Q2
$10K Buy
+450
New +$10.2K 0.01% 393
2019
Q4
$29K Buy
+1,252
New +$29.3K 0.02% 283

Retirement Group's DWFI Position: Q1 2021 in Review

Retirement Group sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 450 shares — an estimated $11K sold.

Retirement Group first reported a position in DWFI in Q4 2019 and held it in 4 quarters. The position peaked at $29K in Q4 2019. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Retirement Group reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Retirement Group sold 450 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $11K.
  • Retirement Group first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2019 and held it in 4 quarters.
  • Retirement Group's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $29K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Retirement Group's 13F filing for Q1 2021, filed 4 May 2021.