Steward Partners Investment Advisory’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$18K | – | 2659 |
|
|
2018
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 1393 |
|
|
2017
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 1021 |
|
|
2017
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 974 |
|
|
2017
Q1 | $13K | Sell |
400
-100
| -20% | -$3.25K | ﹤0.01% | 882 |
|
|
2016
Q4 | $15K | Buy |
+500
| New | +$15K | 0.01% | 495 |
|