Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-512
| Closed | -$39K | – | 2664 |
|
|
2018
Q1 | $39K | Sell |
512
-69
| -12% | -$5.26K | ﹤0.01% | 1094 |
|
|
2017
Q4 | $44K | Hold |
581
| – | – | ﹤0.01% | 879 |
|
|
2017
Q3 | $45K | Hold |
581
| – | – | ﹤0.01% | 719 |
|
|
2017
Q2 | $42K | Sell |
581
-99
| -15% | -$7.16K | ﹤0.01% | 670 |
|
|
2017
Q1 | $49K | Buy |
680
+228
| +50% | +$16.4K | 0.01% | 552 |
|
|
2016
Q4 | $31K | Buy |
+452
| New | +$31K | 0.01% | 398 |
|