Montag & Associates’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $2.56M | Sell |
|
|||||
|
2017
Q4 | $2.63M | Sell |
|
|||||
|
2017
Q3 | $2.5M | Hold |
|
|||||
|
2017
Q2 | $2.42M | Sell |
|
|||||
|
2017
Q1 | $2.38M | Sell |
|
|||||
|
2016
Q4 | $2.26M | Hold |
|
|||||
|
2016
Q3 | $2.19M | Sell |
|
|||||
|
2016
Q2 | $2.25M | Hold |
|
|||||
|
2016
Q1 | $2.23M | Sell |
|
|||||
|
2015
Q4 | $2.13M | Sell |
|
|||||
|
2015
Q3 | $2.09M | Buy |
|
|||||
|
2015
Q2 | $2.11M | Sell |
|
|||||
|
2015
Q1 | $2.17M | Hold |
|
|||||
|
2014
Q4 | $2.15M | Buy |
|
|||||
|
2014
Q3 | $1.99M | Sell |
|
|||||
|
2014
Q2 | $2.08M | Sell |
|
|||||
|
2014
Q1 | $2.92M | Sell |
|
|||||
|
2013
Q4 | $2.91M | Sell |
|
|||||
|
2013
Q3 | $2.7M | Sell |
|
|||||
|
2013
Q2 | $2.61M | Buy |
|