PFG
Piershale Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-850
| Closed | -$65K | – | 188 |
|
|
2015
Q4 | $65K | Buy |
+850
| New | +$65K | 0.04% | 32 |
|
|
2014
Q2 | – | Sell |
-90,918
| Closed | -$6.64M | – | 204 |
|
|
2014
Q1 | $6.64M | Buy |
90,918
+35,819
| +65% | +$2.61M | 7.75% | 1 |
|
|
2013
Q4 | $3.93M | Sell |
55,099
-13,871
| -20% | -$988K | 5.7% | 2 |
|
|
2013
Q3 | $4.5M | Sell |
68,970
-4,929
| -7% | -$321K | 4.07% | 8 |
|
|
2013
Q2 | $4.53M | Buy |
+73,899
| New | +$4.53M | 8.73% | 1 |
|