Creative Planning’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.4M | Buy |
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2017
Q3 | $1.26M | Buy |
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|
2017
Q2 | $986K | Sell |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $1M | Buy |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $34K | Buy |
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|
2015
Q3 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Buy |
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