Creative Planning’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $36K | Hold |
|
|||||
|
2017
Q1 | $33K | Hold |
|
|||||
|
2016
Q4 | $30K | Hold |
|
|||||
|
2016
Q3 | $31K | Hold |
|
|||||
|
2016
Q2 | $29K | Hold |
|
|||||
|
2016
Q1 | $28K | Sell |
|
|||||
|
2015
Q4 | $213K | Buy |
|
|||||
|
2015
Q3 | $50K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $56K | Sell |
|
|||||
|
2014
Q4 | $55K | Hold |
|
|||||
|
2014
Q3 | $53K | Buy |
|
|||||
|
2014
Q2 | $38K | Buy |
|
|||||
|
2014
Q1 | $29K | Hold |
|
|||||
|
2013
Q4 | $28K | Sell |
|
|||||
|
2013
Q3 | $56K | Hold |
|
|||||
|
2013
Q2 | $53K | Buy |
|