Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-574
| Closed | -$34K | – | 2662 |
|
|
2018
Q1 | $34K | Sell |
574
-65
| -10% | -$3.85K | ﹤0.01% | 1140 |
|
|
2017
Q4 | $39K | Sell |
639
-128
| -17% | -$7.81K | ﹤0.01% | 918 |
|
|
2017
Q3 | $43K | Hold |
767
| – | – | ﹤0.01% | 738 |
|
|
2017
Q2 | $41K | Buy |
767
+468
| +157% | +$25K | ﹤0.01% | 674 |
|
|
2017
Q1 | $15K | Hold |
299
| – | – | ﹤0.01% | 844 |
|
|
2016
Q4 | $15K | Buy |
+299
| New | +$15K | 0.01% | 496 |
|