IFWM
PWJ
Institute for Wealth Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-67,960
| Closed | -$3.1M | – | 260 |
|
|
2018
Q1 | $3.1M | Sell |
67,960
-1,654
| -2% | -$75.5K | 0.91% | 16 |
|
|
2017
Q4 | $2.95M | Sell |
69,614
-170
| -0.2% | -$7.2K | 0.68% | 29 |
|
|
2017
Q3 | $2.69M | Sell |
69,784
-466
| -0.7% | -$18K | 0.88% | 24 |
|
|
2017
Q2 | $2.57M | Buy |
+70,250
| New | +$2.57M | 0.71% | 22 |
|