Global Retirement Partners’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,428
| Closed | -$43K | – | 1619 |
|
|
2018
Q1 | $43K | Hold |
1,428
| – | – | 0.01% | 569 |
|
|
2017
Q4 | $43K | Sell |
1,428
-119
| -8% | -$3.58K | 0.01% | 539 |
|
|
2017
Q3 | $45K | Hold |
1,547
| – | – | 0.02% | 461 |
|
|
2017
Q2 | $43K | Sell |
1,547
-579
| -27% | -$16.1K | 0.02% | 441 |
|
|
2017
Q1 | $58K | Hold |
2,126
| – | – | 0.03% | 356 |
|
|
2016
Q4 | $55K | Buy |
+2,126
| New | +$55K | 0.04% | 341 |
|