Avantax Planning Partners’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,090
Closed -$240K 1892
2018
Q1
$240K Hold
3,090
0.02% 268
2017
Q4
$236K Sell
3,090
-1,255
-29% -$95.9K 0.02% 271
2017
Q3
$343K Hold
4,345
0.03% 254
2017
Q2
$321K Buy
+4,345
New +$321K 0.03% 244