Ladenburg Thalmann Financial Services’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-48,810
| Closed | -$2.23M | – | 5634 |
|
|
2018
Q2 | $2.23M | Hold |
48,810
| – | – | 0.02% | 653 |
|
|
2018
Q1 | $2.23M | Sell |
48,810
-211
| -0.4% | -$9.62K | 0.02% | 653 |
|
|
2017
Q4 | $2.08M | Buy |
49,021
+280
| +0.6% | +$11.9K | 0.02% | 665 |
|
|
2017
Q3 | $1.88M | Buy |
48,741
+1,421
| +3% | +$54.7K | 0.02% | 659 |
|
|
2017
Q2 | $1.73M | Buy |
47,320
+40,665
| +611% | +$1.49M | 0.02% | 651 |
|
|
2017
Q1 | $227K | Buy |
6,655
+405
| +6% | +$13.8K | ﹤0.01% | 1819 |
|
|
2016
Q4 | $194K | Buy |
6,250
+2
| +0% | +$62 | ﹤0.01% | 1850 |
|
|
2016
Q3 | $197K | Hold |
6,248
| – | – | ﹤0.01% | 1773 |
|
|
2016
Q2 | $184K | Sell |
6,248
-809
| -11% | -$23.8K | ﹤0.01% | 1740 |
|
|
2016
Q1 | $203K | Buy |
7,057
+472
| +7% | +$13.6K | ﹤0.01% | 1600 |
|
|
2015
Q4 | $198K | Sell |
6,585
-1,508
| -19% | -$45.3K | ﹤0.01% | 1593 |
|
|
2015
Q3 | $234K | Buy |
8,093
+236
| +3% | +$6.82K | ﹤0.01% | 1381 |
|
|
2015
Q2 | $252K | Sell |
7,857
-207
| -3% | -$6.64K | ﹤0.01% | 1440 |
|
|
2015
Q1 | $261K | Buy |
8,064
+3,102
| +63% | +$100K | 0.01% | 1397 |
|
|
2014
Q4 | $157K | Buy |
4,962
+22
| +0.4% | +$696 | ﹤0.01% | 1602 |
|
|
2014
Q3 | $151K | Buy |
4,940
+18
| +0.4% | +$550 | ﹤0.01% | 1363 |
|
|
2014
Q2 | $152K | Sell |
4,922
-470
| -9% | -$14.5K | ﹤0.01% | 1351 |
|
|
2014
Q1 | $162K | Hold |
5,392
| – | – | ﹤0.01% | 1239 |
|
|
2013
Q4 | $157K | Buy |
5,392
+22
| +0.4% | +$641 | ﹤0.01% | 1199 |
|
|
2013
Q3 | $145K | Buy |
5,370
+27
| +0.5% | +$729 | ﹤0.01% | 1182 |
|
|
2013
Q2 | $138K | Buy |
+5,343
| New | +$138K | ﹤0.01% | 1147 |
|