CAL
PIV

Capital Advisors Ltd’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Capital Advisors Ltd’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
2018
Q1 		$206K Hold
2017
Q4 		$211K Hold
2017
Q3 		$199K Buy
2017
Q2 		$176K Hold
2017
Q1 		$173K Hold
2016
Q4 		$164K Hold
2016
Q3 		$159K Hold
2016
Q2 		$157K Hold
2016
Q1 		$155K Buy