SWM
PIV

SeaCrest Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

SeaCrest Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-21,613
Closed -$645K – 2385
2018
Q1 		$645K Sell
21,613
-4,444
-17% -$133K 0.12% 180
2017
Q4 		$793K Buy
+26,057
New +$793K 0.15% 135