Patriot Financial Group Insurance Agency’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 |
-450
| Closed | -$13K | – | 982 |
|
|
2018
Q1 | $13K | Hold |
450
| – | – | 0.01% | 562 |
|
|
2017
Q4 | $14K | Hold |
450
| – | – | 0.01% | 533 |
|
|
2017
Q3 | $13K | Buy |
450
+150
| +50% | +$4.33K | 0.01% | 506 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | 0.01% | 596 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | 0.01% | 550 |
|
|
2016
Q4 | $8K | Buy |
+300
| New | +$8K | 0.01% | 512 |
|