Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-395
| Closed | -$44K | – | 2663 |
|
|
2018
Q1 | $44K | Hold |
395
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q4 | $38K | Hold |
395
| – | – | ﹤0.01% | 926 |
|
|
2017
Q3 | $36K | Sell |
395
-96
| -20% | -$8.75K | ﹤0.01% | 781 |
|
|
2017
Q2 | $43K | Buy |
491
+108
| +28% | +$9.46K | ﹤0.01% | 662 |
|
|
2017
Q1 | $30K | Buy |
383
+230
| +150% | +$18K | ﹤0.01% | 664 |
|
|
2016
Q4 | $11K | Buy |
+153
| New | +$11K | 0.01% | 553 |
|