Steward Partners Investment Advisory’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-270
| Closed | -$8K | – | 2658 |
|
|
2018
Q1 | $8K | Hold |
270
| – | – | ﹤0.01% | 1671 |
|
|
2017
Q4 | $8K | Hold |
270
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q3 | $8K | Sell |
270
-340
| -56% | -$10.1K | ﹤0.01% | 1190 |
|
|
2017
Q2 | $18K | Hold |
610
| – | – | ﹤0.01% | 906 |
|
|
2017
Q1 | $16K | Hold |
610
| – | – | ﹤0.01% | 826 |
|
|
2016
Q4 | $15K | Buy |
+610
| New | +$15K | 0.01% | 494 |
|