Atria Investments’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
-16,546
Closed -$494K 1032
2018
Q1
$494K Buy
16,546
+2,594
+19% +$77.4K 0.02% 517
2017
Q4
$425K Buy
+13,952
New +$425K 0.02% 525
2016
Q3
Sell
-16,310
Closed -$409K 589
2016
Q2
$409K Buy
+16,310
New +$409K 0.04% 311