Ahrens Investment Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-82,820
| Closed | -$2.47M | – | 180 |
|
|
2018
Q1 | $2.47M | Sell |
82,820
-4,095
| -5% | -$122K | 1.06% | 25 |
|
|
2017
Q4 | $2.65M | Hold |
86,915
| – | – | 1.07% | 25 |
|
|
2017
Q3 | $2.5M | Sell |
86,915
-1,400
| -2% | -$40.3K | 1.07% | 26 |
|
|
2017
Q2 | $2.47M | Buy |
88,315
+5,325
| +6% | +$149K | 1.06% | 28 |
|
|
2017
Q1 | $2.27M | Sell |
82,990
-878
| -1% | -$24K | 1.09% | 26 |
|
|
2016
Q4 | $2.18M | Buy |
+83,868
| New | +$2.18M | 1.14% | 24 |
|