WP
DWTR
WealthPLAN Partners’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,550
| Closed | -$423K | – | 467 |
|
|
2017
Q1 | $423K | Buy |
+17,550
| New | +$423K | 1.47% | 12 |
|
|
2016
Q3 | $14.1M | Sell |
573,937
-513,190
| -47% | -$12.6M | 4.6% | 5 |
|
|
2016
Q2 | $14M | Buy |
+1,087,127
| New | +$14M | 1.8% | 13 |
|
|
2015
Q4 | $6.29M | Buy |
+635,246
| New | +$6.29M | 1.02% | 19 |
|