United Capital Financial Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $703K | Sell |
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|
2022
Q4 | $800K | Sell |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $892K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $2.1M | Buy |
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