Envestnet Asset Management’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS 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 | $118K | Hold |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $118K | Hold |
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|
2017
Q2 | $113K | Hold |
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|
2017
Q1 | $113K | Sell |
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|
2016
Q4 | $331K | Sell |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $136K | Buy |
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|
2016
Q1 | $90K | Sell |
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|
2015
Q4 | $121K | Sell |
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|
2015
Q3 | $163K | Sell |
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|
2015
Q2 | $231K | Sell |
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|
2015
Q1 | $517K | Buy |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q2 | $10K | Buy |
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