CPA
PIV
Clear Perspective Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-53
| Closed | -$2K | – | 524 |
|
|
2018
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 472 |
|
|
2017
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 445 |
|
|
2017
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 470 |
|
|
2017
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 408 |
|