Cambridge Investment Research Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-7,705
| Closed | -$233K | – | 2209 |
|
2017
Q3 | $233K | Hold |
7,705
| – | – | ﹤0.01% | 1720 |
|
2017
Q2 | $225K | Sell |
7,705
-305
| -4% | -$8.91K | ﹤0.01% | 1679 |
|
2017
Q1 | $233K | Buy |
+8,010
| New | +$233K | ﹤0.01% | 1532 |
|
2014
Q3 | – | Sell |
-8,245
| Closed | -$213K | – | 1541 |
|
2014
Q2 | $213K | Sell |
8,245
-1,050
| -11% | -$27.1K | 0.01% | 1172 |
|
2014
Q1 | $235K | Buy |
+9,295
| New | +$235K | 0.01% | 1072 |
|