IFP Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5823 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5635 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5449 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5195 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4981 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4728 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4572 |
|
|
2018
Q2 | – | Sell |
-699
| Closed | -$69K | – | 4267 |
|
|
2018
Q1 | $69K | Hold |
699
| – | – | ﹤0.01% | 1616 |
|
|
2017
Q4 | $69K | Hold |
699
| – | – | ﹤0.01% | 1613 |
|
|
2017
Q3 | $65K | Hold |
699
| – | – | ﹤0.01% | 1821 |
|
|
2017
Q2 | $61K | Buy |
699
+348
| +99% | +$30.4K | ﹤0.01% | 1818 |
|
|
2017
Q1 | $28K | Hold |
351
| – | – | ﹤0.01% | 2277 |
|
|
2016
Q4 | $26K | Hold |
351
| – | – | ﹤0.01% | 2281 |
|
|
2016
Q3 | $26K | Hold |
351
| – | – | ﹤0.01% | 2244 |
|
|
2016
Q2 | $25K | Buy |
+351
| New | +$25K | ﹤0.01% | 2214 |
|
|
2016
Q1 | – | Sell |
-435
| Closed | -$31K | – | 4562 |
|
|
2015
Q4 | $31K | Buy |
+435
| New | +$31K | ﹤0.01% | 1897 |
|