Steward Partners Investment Advisory’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,339
| Closed | -$40K | – | 2671 |
|
|
2018
Q1 | $40K | Hold |
1,339
| – | – | ﹤0.01% | 1083 |
|
|
2017
Q4 | $41K | Hold |
1,339
| – | – | ﹤0.01% | 898 |
|
|
2017
Q3 | $40K | Hold |
1,339
| – | – | ﹤0.01% | 752 |
|
|
2017
Q2 | $40K | Hold |
1,339
| – | – | ﹤0.01% | 680 |
|
|
2017
Q1 | $42K | Sell |
1,339
-250
| -16% | -$7.84K | 0.01% | 598 |
|
|
2016
Q4 | $49K | Buy |
+1,589
| New | +$49K | 0.02% | 322 |
|