Envestnet Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,330
| Closed | -$243K | – | 2966 |
|
2018
Q1 | $243K | Hold |
5,330
| – | – | ﹤0.01% | 1496 |
|
2017
Q4 | $226K | Buy |
+5,330
| New | +$226K | ﹤0.01% | 1785 |
|
2016
Q4 | – | Sell |
-1,169
| Closed | -$37K | – | 3522 |
|
2016
Q3 | $37K | Hold |
1,169
| – | – | ﹤0.01% | 2697 |
|
2016
Q2 | $34K | Hold |
1,169
| – | – | ﹤0.01% | 2858 |
|
2016
Q1 | $34K | Hold |
1,169
| – | – | ﹤0.01% | 2850 |
|
2015
Q4 | $35K | Hold |
1,169
| – | – | ﹤0.01% | 2773 |
|
2015
Q3 | $34K | Buy |
+1,169
| New | +$34K | ﹤0.01% | 2801 |
|