UBS Group’s ALPS/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,379
| Closed | -$46K | – | 7517 |
|
2018
Q3 | $46K | Buy |
1,379
+565
| +69% | +$18.8K | ﹤0.01% | 5339 |
|
2018
Q2 | $25K | Buy |
814
+214
| +36% | +$6.57K | ﹤0.01% | 5640 |
|
2018
Q1 | $18K | Buy |
+600
| New | +$18K | ﹤0.01% | 5614 |
|
2017
Q4 | – | Sell |
-384
| Closed | -$11K | – | 7140 |
|
2017
Q3 | $11K | Buy |
+384
| New | +$11K | ﹤0.01% | 5942 |
|