CFA
PXLC
Cahill Financial Advisors’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,635
| Closed | -$432K | – | 159 |
|
|
2019
Q2 | $432K | Sell |
7,635
-180
| -2% | -$10.2K | 0.17% | 107 |
|
|
2019
Q1 | $429K | Sell |
7,815
-1,710
| -18% | -$93.9K | 0.18% | 105 |
|
|
2018
Q4 | $464K | Sell |
9,525
-181
| -2% | -$8.82K | 0.23% | 97 |
|
|
2018
Q3 | $545K | Sell |
9,706
-1,641
| -14% | -$92.1K | 0.24% | 94 |
|
|
2018
Q2 | $609K | Sell |
11,347
-157
| -1% | -$8.43K | 0.28% | 88 |
|
|
2018
Q1 | $599K | Buy |
11,504
+758
| +7% | +$39.5K | 0.29% | 86 |
|
|
2017
Q4 | $570K | Buy |
10,746
+2,937
| +38% | +$156K | 0.29% | 88 |
|
|
2017
Q3 | $391K | Sell |
7,809
-952
| -11% | -$47.7K | 0.21% | 99 |
|
|
2017
Q2 | $420K | Buy |
+8,761
| New | +$420K | 0.23% | 98 |
|