Western Wealth Management’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-77,635
Closed -$2.04M 549
2020
Q4
$2.04M Buy
77,635
+55,562
+252% +$1.4M 0.3% 77
2020
Q3
$535K Buy
+22,073
New +$534K 0.09% 222

Western Wealth Management's DWFI Position: Q1 2021 in Review

Western Wealth Management sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2021, closing a stake of 77,635 shares — an estimated $2.04M sold.

Western Wealth Management first reported a position in DWFI in Q3 2020 and held it in 2 quarters. The position peaked at $2.04M in Q4 2020. 0 funds tracked by Wall St. Rank hold DWFI as of Q1 2021.

  • Western Wealth Management reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Western Wealth Management sold 77,635 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2021, an estimated $2.04M.
  • Western Wealth Management first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2020 and held it in 2 quarters.
  • Western Wealth Management's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $2.04M in Q4 2020.
  • 0 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2021.

Based on Western Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.