IFP Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5824 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5636 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5450 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5196 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4982 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4729 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4573 |
|
|
2018
Q2 | – | Sell |
-766
| Closed | -$59K | – | 4268 |
|
|
2018
Q1 | $59K | Hold |
766
| – | – | ﹤0.01% | 1725 |
|
|
2017
Q4 | $59K | Buy |
766
+37
| +5% | +$2.85K | ﹤0.01% | 1722 |
|
|
2017
Q3 | $58K | Hold |
729
| – | – | ﹤0.01% | 1896 |
|
|
2017
Q2 | $54K | Sell |
729
-1,069
| -59% | -$79.2K | ﹤0.01% | 1902 |
|
|
2017
Q1 | $131K | Buy |
1,798
+193
| +12% | +$14.1K | 0.01% | 1339 |
|
|
2016
Q4 | $112K | Buy |
1,605
+500
| +45% | +$34.9K | 0.01% | 1389 |
|
|
2016
Q3 | $70K | Hold |
1,105
| – | – | ﹤0.01% | 1592 |
|
|
2016
Q2 | $61K | Buy |
+1,105
| New | +$61K | ﹤0.01% | 1650 |
|
|
2016
Q1 | – | Sell |
-1,693
| Closed | -$89K | – | 4563 |
|
|
2015
Q4 | $89K | Buy |
+1,693
| New | +$89K | 0.01% | 1244 |
|