Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-36
| Closed | -$1K | – | 192 |
|
|
2014
Q3 | $1K | Buy |
36
+1
| +3% | +$28 | ﹤0.01% | 136 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 169 |
|
|
2014
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 139 |
|
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 139 |
|
|
2013
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 120 |
|
|
2013
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 105 |
|