Capital Advisory Group Advisory Services’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio PWT Stock Details PWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-150	Closed	-$5K	–	392
2018 Q1	$5K	Buy	+150	New	+$5K	﹤0.01%	277

Other funds holding PWT

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Capital Advisory Group Advisory Services's PWT Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 150 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in PWT in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

Capital Advisory Group Advisory Services reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 150 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q1 2018 and held it in 1 quarter.
Capital Advisory Group Advisory Services's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $5K in Q1 2018.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.