IFP Advisors’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 |
-2,189
| Closed | -$119K | – | 4282 |
|
|
2018
Q1 | $119K | Hold |
2,189
| – | – | 0.01% | 1285 |
|
|
2017
Q4 | $119K | Hold |
2,189
| – | – | 0.01% | 1282 |
|
|
2017
Q3 | $117K | Hold |
2,189
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q2 | $113K | Buy |
2,189
+739
| +51% | +$38.1K | ﹤0.01% | 1458 |
|
|
2017
Q1 | $74K | Hold |
1,450
| – | – | ﹤0.01% | 1689 |
|
|
2016
Q4 | $76K | Hold |
1,450
| – | – | ﹤0.01% | 1621 |
|
|
2016
Q3 | $65K | Buy |
+1,450
| New | +$65K | ﹤0.01% | 1646 |
|
|
2016
Q1 | – | Sell |
-364
| Closed | -$15K | – | 4617 |
|
|
2015
Q4 | $15K | Buy |
+364
| New | +$15K | ﹤0.01% | 2352 |
|