Schneider Downs Wealth Management Advisors’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,495
| Closed | -$295K | – | 72 |
|
|
2019
Q3 | $295K | Buy |
11,495
+45
| +0.4% | +$1.16K | 0.09% | 49 |
|
|
2019
Q2 | $291K | Buy |
11,450
+41
| +0.4% | +$1.04K | 0.1% | 52 |
|
|
2019
Q1 | $285K | Buy |
11,409
+73
| +0.6% | +$1.82K | 0.11% | 53 |
|
|
2018
Q4 | $271K | Buy |
11,336
+39
| +0.3% | +$932 | 0.12% | 46 |
|
|
2018
Q3 | $283K | Buy |
11,297
+43
| +0.4% | +$1.08K | 0.18% | 42 |
|
|
2018
Q2 | $287K | Buy |
11,254
+41
| +0.4% | +$1.05K | 0.19% | 41 |
|
|
2018
Q1 | $283K | Buy |
+11,213
| New | +$283K | 0.16% | 42 |
|