IFWM
PWY

Institute for Wealth Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Institute for Wealth Management’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,570
Closed -$322K – 261
2018
Q1 		$322K Sell
10,570
-500
-5% -$15.2K 0.09% 229
2017
Q4 		$342K Hold
11,070
– – 0.08% 283
2017
Q3 		$335K Hold
11,070
– – 0.11% 218
2017
Q2 		$323K Buy
+11,070
New +$323K 0.09% 297