Global Retirement Partners’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,242
| Closed | -$67K | – | 1627 |
|
|
2018
Q1 | $67K | Hold |
1,242
| – | – | 0.02% | 457 |
|
|
2017
Q4 | $68K | Hold |
1,242
| – | – | 0.02% | 434 |
|
|
2017
Q3 | $67K | Hold |
1,242
| – | – | 0.03% | 383 |
|
|
2017
Q2 | $64K | Buy |
1,242
+214
| +21% | +$11K | 0.03% | 368 |
|
|
2017
Q1 | $53K | Hold |
1,028
| – | – | 0.03% | 372 |
|
|
2016
Q4 | $54K | Buy |
+1,028
| New | +$54K | 0.04% | 345 |
|