HL Financial Services’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 |
-9,925
| Closed | -$296K | – | 721 |
|
|
2018
Q1 | $296K | Sell |
9,925
-574
| -5% | -$17.1K | 0.01% | 586 |
|
|
2017
Q4 | $320K | Sell |
10,499
-6,833
| -39% | -$208K | 0.01% | 495 |
|
|
2017
Q3 | $499K | Sell |
17,332
-67,046
| -79% | -$1.93M | 0.01% | 488 |
|
|
2017
Q2 | $2.36M | Buy |
84,378
+30,182
| +56% | +$844K | 0.05% | 225 |
|
|
2017
Q1 | $1.48M | Buy |
+54,196
| New | +$1.48M | 0.03% | 276 |
|