Steward Partners Investment Advisory’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-718
Closed -$23K 2825
2019
Q4
$23K Sell
718
-161
-18% -$5.13K ﹤0.01% 1733
2019
Q3
$27K Hold
879
﹤0.01% 1627
2019
Q2
$27K Buy
+879
New +$26.5K ﹤0.01% 1595

Steward Partners Investment Advisory's DWTR Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2020, closing a stake of 718 shares — an estimated $23K sold.

Steward Partners Investment Advisory first reported a position in DWTR in Q2 2019 and held it in 3 quarters. The position peaked at $27K in Q3 2019. 0 funds tracked by Wall St. Rank hold DWTR as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 718 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2020, an estimated $23K.
  • Steward Partners Investment Advisory first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Invesco DWA Tactical Sector Rotation ETF position peaked at $27K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.