Smart Money Group’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
Q3
Sell
-89,991
Closed -$2.7M 64
2018
Q2
$2.7M Sell
89,991
-670
-0.7% -$20.1K 2.42% 16
2018
Q1
$2.71M Buy
90,661
+197
+0.2% +$5.88K 2.75% 9
2017
Q4
$2.76M Buy
+90,464
New +$2.76M 4.29% 8