SevenBridge Financial Group’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,220
| Closed | -$66K | – | 658 |
|
|
2017
Q4 | $66K | Hold |
1,220
| – | – | 0.04% | 223 |
|
|
2017
Q3 | $65K | Hold |
1,220
| – | – | 0.04% | 222 |
|
|
2017
Q2 | $63K | Hold |
1,220
| – | – | 0.04% | 234 |
|
|
2017
Q1 | $61K | Hold |
1,220
| – | – | 0.04% | 226 |
|
|
2016
Q4 | $54K | Hold |
1,220
| – | – | 0.04% | 245 |
|
|
2016
Q3 | $54K | Sell |
1,220
-218
| -15% | -$9.65K | 0.04% | 242 |
|
|
2016
Q2 | $61K | Buy |
+1,438
| New | +$61K | 0.04% | 244 |
|