Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-39,151
| Closed | -$1.15M | – | 628 |
|
|
2018
Q1 | $1.15M | Buy |
39,151
+4,344
| +12% | +$127K | 0.24% | 94 |
|
|
2017
Q4 | $1.07M | Buy |
34,807
+7,156
| +26% | +$220K | 0.24% | 93 |
|
|
2017
Q3 | $839K | Buy |
27,651
+9,472
| +52% | +$287K | 0.2% | 99 |
|
|
2017
Q2 | $523K | Buy |
18,179
+1,660
| +10% | +$47.8K | 0.13% | 111 |
|
|
2017
Q1 | $469K | Buy |
16,519
+3,453
| +26% | +$98K | 0.13% | 113 |
|
|
2016
Q4 | $401K | Buy |
13,066
+420
| +3% | +$12.9K | 0.14% | 110 |
|
|
2016
Q3 | $327K | Buy |
12,646
+1,157
| +10% | +$29.9K | 0.11% | 115 |
|
|
2016
Q2 | $273K | Buy |
+11,489
| New | +$273K | 0.1% | 112 |
|