Advisor Group’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-769
| Closed | -$25K | – | 5379 |
|
|
2018
Q4 | $25K | Hold |
769
| – | – | ﹤0.01% | 3670 |
|
|
2018
Q3 | $31K | Hold |
769
| – | – | ﹤0.01% | 3613 |
|
|
2018
Q2 | $28K | Sell |
769
-180
| -19% | -$6.55K | ﹤0.01% | 3510 |
|
|
2018
Q1 | $33K | Buy |
949
+180
| +23% | +$6.26K | ﹤0.01% | 3368 |
|
|
2017
Q4 | $28K | Hold |
769
| – | – | ﹤0.01% | 3493 |
|
|
2017
Q3 | $26K | Hold |
769
| – | – | ﹤0.01% | 3417 |
|
|
2017
Q2 | $24K | Buy |
+769
| New | +$24K | ﹤0.01% | 3398 |
|