Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-446
| Closed | -$10K | – | 1088 |
|
|
2015
Q1 | $10K | Sell |
446
-5,589
| -93% | -$125K | ﹤0.01% | 701 |
|
|
2014
Q4 | $140K | Buy |
6,035
+1,260
| +26% | +$29.2K | 0.04% | 263 |
|
|
2014
Q3 | $103K | Buy |
4,775
+943
| +25% | +$20.3K | 0.03% | 300 |
|
|
2014
Q2 | $82K | Hold |
3,832
| – | – | 0.03% | 309 |
|
|
2014
Q1 | $79K | Buy |
3,832
+675
| +21% | +$13.9K | 0.03% | 292 |
|
|
2013
Q4 | $64K | Buy |
+3,157
| New | +$64K | 0.04% | 261 |
|