CFD
PIV
Creative Financial Designs’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 |
-18,711
| Closed | -$558K | – | 823 |
|
|
2018
Q1 | $558K | Buy |
18,711
+6,795
| +57% | +$203K | 0.36% | 67 |
|
|
2017
Q4 | $363K | Buy |
11,916
+41
| +0.3% | +$1.25K | 0.25% | 86 |
|
|
2017
Q3 | $342K | Buy |
11,875
+77
| +0.7% | +$2.22K | 0.2% | 106 |
|
|
2017
Q2 | $330K | Buy |
11,798
+45
| +0.4% | +$1.26K | 0.21% | 100 |
|
|
2017
Q1 | $322K | Buy |
11,753
+1,095
| +10% | +$30K | 0.23% | 103 |
|
|
2016
Q4 | $277K | Buy |
+10,658
| New | +$277K | 0.23% | 94 |
|