Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-156
| Closed | -$10K | – | 2665 |
|
|
2018
Q1 | $10K | Sell |
156
-53
| -25% | -$3.4K | ﹤0.01% | 1592 |
|
|
2017
Q4 | $13K | Sell |
209
-229
| -52% | -$14.2K | ﹤0.01% | 1288 |
|
|
2017
Q3 | $26K | Hold |
438
| – | – | ﹤0.01% | 874 |
|
|
2017
Q2 | $24K | Hold |
438
| – | – | ﹤0.01% | 817 |
|
|
2017
Q1 | $24K | Buy |
438
+229
| +110% | +$12.5K | ﹤0.01% | 714 |
|
|
2016
Q4 | $11K | Buy |
+209
| New | +$11K | 0.01% | 554 |
|