SWM
PIV

SVA Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

SVA Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,316
Closed -$268K – 207
2016
Q4 		$268K Buy
+10,316
New +$268K 0.04% 174
2016
Q1 		– Sell
-29,548
Closed -$683K – 219
2015
Q4 		$683K Buy
+29,548
New +$683K 0.12% 137