Steward Partners Investment Advisory’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,188
| Closed | -$63K | – | 2660 |
|
|
2018
Q1 | $63K | Hold |
2,188
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $67K | Hold |
2,188
| – | – | 0.01% | 738 |
|
|
2017
Q3 | $66K | Hold |
2,188
| – | – | 0.01% | 627 |
|
|
2017
Q2 | $63K | Hold |
2,188
| – | – | 0.01% | 575 |
|
|
2017
Q1 | $63K | Sell |
2,188
-275
| -11% | -$7.92K | 0.01% | 506 |
|
|
2016
Q4 | $74K | Buy |
+2,463
| New | +$74K | 0.03% | 274 |
|