IFWM
PIV
Institute for Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-35,554
| Closed | -$1.05M | – | 258 |
|
|
2018
Q1 | $1.05M | Sell |
35,554
-2,767
| -7% | -$82K | 0.31% | 114 |
|
|
2017
Q4 | $1.16M | Buy |
38,321
+203
| +0.5% | +$6.17K | 0.27% | 116 |
|
|
2017
Q3 | $1.1M | Sell |
38,118
-243
| -0.6% | -$7K | 0.36% | 92 |
|
|
2017
Q2 | $1.07M | Buy |
+38,361
| New | +$1.07M | 0.29% | 100 |
|