Silicon Valley Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,594
| Closed | -$555K | – | 29 |
|
|
2018
Q1 | $555K | Sell |
18,594
-142
| -0.8% | -$4.24K | 0.32% | 15 |
|
|
2017
Q4 | $571K | Buy |
18,736
+83
| +0.4% | +$2.53K | 0.35% | 15 |
|
|
2017
Q3 | $537K | Buy |
18,653
+100
| +0.5% | +$2.88K | 0.37% | 14 |
|
|
2017
Q2 | $519K | Buy |
18,553
+59
| +0.3% | +$1.65K | 0.35% | 14 |
|
|
2017
Q1 | $506K | Sell |
18,494
-88,007
| -83% | -$2.41M | 0.32% | 17 |
|
|
2016
Q4 | $2.77M | Buy |
106,501
+2,764
| +3% | +$71.8K | 1.87% | 11 |
|
|
2016
Q3 | $2.61M | Sell |
103,737
-26,025
| -20% | -$655K | 1.92% | 8 |
|
|
2016
Q2 | $3.22M | Sell |
129,762
-8,953
| -6% | -$222K | 2.48% | 5 |
|
|
2016
Q1 | $3.41M | Buy |
+138,715
| New | +$3.41M | 2.75% | 5 |
|