AWM
PIV

Altium Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Altium Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,622
Closed -$705K – 280
2018
Q1 		$705K Hold
23,622
– – 0.28% 59
2017
Q4 		$719K Buy
+23,622
New +$719K 0.33% 58