IFWM
PWP

Institute for Wealth Management’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Institute for Wealth Management’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,167
Closed -$343K – 262
2018
Q1 		$343K Sell
11,167
-500
-4% -$15.4K 0.1% 226
2017
Q4 		$368K Hold
11,667
– – 0.08% 269
2017
Q3 		$357K Hold
11,667
– – 0.12% 212
2017
Q2 		$352K Buy
+11,667
New +$352K 0.1% 284