IFP Advisors’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-354
| Closed | -$15K | – | 4264 |
|
|
2018
Q1 | $15K | Hold |
354
| – | – | ﹤0.01% | 2584 |
|
|
2017
Q4 | $15K | Sell |
354
-371
| -51% | -$15.7K | ﹤0.01% | 2581 |
|
|
2017
Q3 | $28K | Sell |
725
-2,100
| -74% | -$81.1K | ﹤0.01% | 2375 |
|
|
2017
Q2 | $103K | Sell |
2,825
-40,899
| -94% | -$1.49M | ﹤0.01% | 1507 |
|
|
2017
Q1 | $1.49M | Buy |
43,724
+600
| +1% | +$20.5K | 0.07% | 317 |
|
|
2016
Q4 | $1.34M | Buy |
43,124
+471
| +1% | +$14.6K | 0.06% | 324 |
|
|
2016
Q3 | $1.34M | Sell |
42,653
-325
| -0.8% | -$10.2K | 0.07% | 293 |
|
|
2016
Q2 | $1.27M | Buy |
+42,978
| New | +$1.27M | 0.07% | 302 |
|
|
2016
Q1 | – | Sell |
-43,228
| Closed | -$1.3M | – | 4559 |
|
|
2015
Q4 | $1.3M | Buy |
+43,228
| New | +$1.3M | 0.09% | 249 |
|