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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$296K Sell
2017
Q4
$320K Sell
2017
Q3
$499K Sell
2017
Q2
$2.36M Buy
2017
Q1
$1.48M Buy