RFWA
PIV

RPg Family Wealth Advisory’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

RPg Family Wealth Advisory’s Portfolio PIV Stock Details PIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-48,719
Closed -$1.2M – 292
2016
Q1 		$1.2M Sell
48,719
-1,082
-2% -$26.6K 0.93% 32
2015
Q4 		$1.15M Buy
+49,801
New +$1.15M 1.06% 27