Parallel Advisors’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-260
| Closed | -$8K | – | 2318 |
|
2018
Q1 | $8K | Hold |
260
| – | – | ﹤0.01% | 1394 |
|
2017
Q4 | $8K | Hold |
260
| – | – | ﹤0.01% | 1410 |
|
2017
Q3 | $8K | Hold |
260
| – | – | ﹤0.01% | 1406 |
|
2017
Q2 | $7K | Hold |
260
| – | – | ﹤0.01% | 1483 |
|
2017
Q1 | $7K | Hold |
260
| – | – | ﹤0.01% | 1384 |
|
2016
Q4 | $7K | Buy |
+260
| New | +$7K | ﹤0.01% | 1281 |
|