Concert Wealth Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $336K | Hold |
|
|||||
|
2016
Q4 | $336K | Buy |
|
|||||
|
2016
Q3 | $291K | Sell |
|
|||||
|
2016
Q2 | $266K | Buy |
|
|||||
|
2016
Q1 | $252K | Sell |
|
|||||
|
2015
Q4 | $253K | Hold |
|
|||||
|
2015
Q3 | $253K | Hold |
|
|||||
|
2015
Q2 | $288K | Sell |
|
|||||
|
2015
Q1 | $278K | Buy |
|
|||||
|
2014
Q4 | $299K | Buy |
|
|||||
|
2014
Q3 | $263K | Sell |
|
|||||
|
2014
Q2 | $275K | Hold |
|
|||||
|
2014
Q1 | $275K | Hold |
|
|||||
|
2013
Q4 | $276K | Hold |
|
|||||
|
2013
Q3 | $244K | Hold |
|
|||||
|
2013
Q2 | $226K | Buy |
|