Total Investment Management’s Source Dividend Opportunity ETF DVOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-61,414
Closed -$1.06M 79
2021
Q1
$1.06M Buy
+61,414
New +$1.06M 0.3% 21
2020
Q2
Sell
-61,414
Closed -$1.06M 61
2020
Q1
$1.06M Sell
61,414
-3,079
-5% -$67.5K 0.3% 21
2019
Q4
$1.61M Buy
+64,493
New +$1.61M 0.31% 23

Total Investment Management's DVOP Position: Q2 2021 in Review

Total Investment Management sold out of Source Dividend Opportunity ETF (DVOP) in Q2 2021, closing a stake of 61,414 shares — an estimated $1.06M sold.

Total Investment Management first reported a position in DVOP in Q4 2019 and held it in 3 quarters. The position peaked at $1.61M in Q4 2019. 0 funds tracked by Wall St. Rank hold DVOP as of Q2 2021.

  • Total Investment Management reported no remaining Source Dividend Opportunity ETF position as of Q2 2021 after selling out during the quarter.
  • Total Investment Management sold 61,414 Source Dividend Opportunity ETF shares in Q2 2021, an estimated $1.06M.
  • Total Investment Management first reported a position in Source Dividend Opportunity ETF in Q4 2019 and held it in 3 quarters.
  • Total Investment Management's Source Dividend Opportunity ETF position peaked at $1.61M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Source Dividend Opportunity ETF as of Q2 2021.

Based on Total Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.