Plotkin Financial Advisors’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18,439
Closed -$761K 72
2020
Q2
$761K Buy
18,439
+4,281
+30% +$177K 0.65% 31
2020
Q1
$460K Buy
14,158
+6,539
+86% +$212K 0.56% 32
2019
Q4
$339K Buy
+7,619
New +$339K 0.32% 47