IFWM
PWO

Institute for Wealth Management’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Institute for Wealth Management’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,013
Closed -$2.4M – 257
2018
Q1 		$2.4M Sell
23,013
-1,109
-5% -$116K 0.71% 28
2017
Q4 		$2.48M Sell
24,122
-25
-0.1% -$2.57K 0.57% 42
2017
Q3 		$2.37M Buy
24,147
+72
+0.3% +$7.07K 0.77% 29
2017
Q2 		$2.18M Buy
+24,075
New +$2.18M 0.6% 30