AIS
PIV
Accurate Investment Solutions’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-193
| Closed | -$6K | – | 567 |
|
|
2018
Q1 | $6K | Hold |
193
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $6K | Buy |
193
+1
| +0.5% | +$31 | ﹤0.01% | 307 |
|
|
2017
Q3 | $6K | Hold |
192
| – | – | ﹤0.01% | 307 |
|
|
2017
Q2 | $5K | Buy |
192
+1
| +0.5% | +$26 | ﹤0.01% | 258 |
|
|
2017
Q1 | $5K | Hold |
191
| – | – | ﹤0.01% | 233 |
|
|
2016
Q4 | $5K | Buy |
191
+1
| +0.5% | +$26 | ﹤0.01% | 232 |
|
|
2016
Q3 | $5K | Hold |
190
| – | – | ﹤0.01% | 224 |
|
|
2016
Q2 | $5K | Buy |
+190
| New | +$5K | 0.01% | 222 |
|