Creative Planning’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-971
| Closed | -$36K | – | 4607 |
|
|
2017
Q2 | $36K | Hold |
971
| – | – | ﹤0.01% | 2769 |
|
|
2017
Q1 | $33K | Hold |
971
| – | – | ﹤0.01% | 2756 |
|
|
2016
Q4 | $30K | Hold |
971
| – | – | ﹤0.01% | 2780 |
|
|
2016
Q3 | $31K | Hold |
971
| – | – | ﹤0.01% | 2701 |
|
|
2016
Q2 | $29K | Hold |
971
| – | – | ﹤0.01% | 2514 |
|
|
2016
Q1 | $28K | Sell |
971
-6,104
| -86% | -$176K | ﹤0.01% | 2514 |
|
|
2015
Q4 | $213K | Buy |
7,075
+5,354
| +311% | +$161K | ﹤0.01% | 1158 |
|
|
2015
Q3 | $50K | Buy |
+1,721
| New | +$50K | ﹤0.01% | 2037 |
|
|
2015
Q2 | – | Sell |
-1,721
| Closed | -$56K | – | 4099 |
|
|
2015
Q1 | $56K | Sell |
1,721
-22
| -1% | -$716 | ﹤0.01% | 1949 |
|
|
2014
Q4 | $55K | Hold |
1,743
| – | – | ﹤0.01% | 1942 |
|
|
2014
Q3 | $53K | Buy |
1,743
+500
| +40% | +$15.2K | ﹤0.01% | 1875 |
|
|
2014
Q2 | $38K | Buy |
1,243
+272
| +28% | +$8.32K | ﹤0.01% | 2051 |
|
|
2014
Q1 | $29K | Hold |
971
| – | – | ﹤0.01% | 2150 |
|
|
2013
Q4 | $28K | Sell |
971
-1,082
| -53% | -$31.2K | ﹤0.01% | 2009 |
|
|
2013
Q3 | $56K | Hold |
2,053
| – | – | ﹤0.01% | 1449 |
|
|
2013
Q2 | $53K | Buy |
+2,053
| New | +$53K | ﹤0.01% | 1358 |
|