Evensky & Katz’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $24.2M | Sell |
|
|||||
|
2017
Q4 | $26.6M | Buy |
|
|||||
|
2017
Q3 | $25M | Buy |
|
|||||
|
2017
Q2 | $24.1M | Sell |
|
|||||
|
2017
Q1 | $23.6M | Buy |
|
|||||
|
2016
Q4 | $22.2M | Buy |
|
|||||
|
2016
Q3 | $21.2M | Sell |
|
|||||
|
2016
Q2 | $21.1M | Buy |
|
|||||
|
2016
Q1 | $20.6M | Buy |
|
|||||
|
2015
Q4 | $15.8M | Buy |
|
|||||
|
2015
Q3 | $14.6M | Buy |
|
|||||
|
2015
Q2 | $14.3M | Buy |
|
|||||
|
2015
Q1 | $13.9M | Buy |
|
|||||
|
2014
Q4 | $13.5M | Sell |
|
|||||
|
2014
Q3 | $13.1M | Buy |
|
|||||
|
2014
Q2 | $13M | Sell |
|
|||||
|
2014
Q1 | $12.7M | Sell |
|
|||||
|
2013
Q4 | $12.6M | Buy |
|
|||||
|
2013
Q3 | $11.5M | Buy |
|
|||||
|
2013
Q2 | $10.5M | Buy |
|