Commonwealth Equity Services’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$9.86M Buy
2017
Q4
$9.5M Buy
2017
Q3
$8.06M Buy
2017
Q2
$7.75M Buy
2017
Q1
$7.38M Buy
2016
Q4
$6.72M Buy
2016
Q3
$6.16M Buy
2016
Q2
$5.15M Buy
2016
Q1
$4.6M Buy
2015
Q4
$4.11M Buy
2015
Q3
$289K Buy
2015
Q2
$287K Buy
2015
Q1
$280K Sell
2014
Q4
$282K Buy
2014
Q3
$210K Sell
2014
Q2
$215K Buy