CA
PIV

Calton & Associates’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Calton & Associates’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
Q1 		– Sell
-159
Closed -$5K – 1549
2017
Q4 		$5K Buy
+159
New +$5K ﹤0.01% 1270