FIG
PIV
FundX Investment Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-500,092
| Closed | -$12.4M | – | 59 |
|
|
2016
Q2 | $12.4M | Buy |
500,092
+160,550
| +47% | +$3.99M | 3.1% | 14 |
|
|
2016
Q1 | $8.35M | Buy |
339,542
+329,216
| +3,188% | +$8.1M | 2.08% | 14 |
|
|
2015
Q4 | $239K | Buy |
+10,326
| New | +$239K | 0.08% | 20 |
|
|
2015
Q2 | – | Sell |
-322,144
| Closed | -$7.56M | – | 29 |
|
|
2015
Q1 | $7.56M | Buy |
+322,144
| New | +$7.56M | 2.33% | 13 |
|