IFP Advisors’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5825 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5637 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5451 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5197 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4983 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4730 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4574 |
|
|
2018
Q2 | – | Sell |
-310
| Closed | -$20K | – | 4269 |
|
|
2018
Q1 | $20K | Hold |
310
| – | – | ﹤0.01% | 2404 |
|
|
2017
Q4 | $20K | Hold |
310
| – | – | ﹤0.01% | 2401 |
|
|
2017
Q3 | $19K | Hold |
310
| – | – | ﹤0.01% | 2618 |
|
|
2017
Q2 | $18K | Buy |
310
+28
| +10% | +$1.63K | ﹤0.01% | 2634 |
|
|
2017
Q1 | $16K | Sell |
282
-63
| -18% | -$3.57K | ﹤0.01% | 2639 |
|
|
2016
Q4 | $19K | Sell |
345
-152
| -31% | -$8.37K | ﹤0.01% | 2502 |
|
|
2016
Q3 | $25K | Hold |
497
| – | – | ﹤0.01% | 2273 |
|
|
2016
Q2 | $23K | Buy |
+497
| New | +$23K | ﹤0.01% | 2267 |
|
|
2016
Q1 | – | Sell |
-1,747
| Closed | -$76K | – | 4564 |
|
|
2015
Q4 | $76K | Buy |
+1,747
| New | +$76K | 0.01% | 1332 |
|