TWA
XLFS
TCI Wealth Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-202
| Closed | -$11K | – | 1698 |
|
|
2018
Q1 | $11K | Hold |
202
| – | – | 0.01% | 611 |
|
|
2017
Q4 | $11K | Hold |
202
| – | – | ﹤0.01% | 622 |
|
|
2017
Q3 | $11K | Hold |
202
| – | – | 0.01% | 588 |
|
|
2017
Q2 | $10K | Hold |
202
| – | – | 0.01% | 604 |
|
|
2017
Q1 | $10K | Hold |
202
| – | – | 0.01% | 590 |
|
|
2016
Q4 | $11K | Hold |
202
| – | – | 0.01% | 623 |
|
|
2016
Q3 | $9K | Hold |
202
| – | – | ﹤0.01% | 620 |
|
|
2016
Q2 | $9K | Hold |
202
| – | – | 0.01% | 610 |
|
|
2016
Q1 | $8K | Hold |
202
| – | – | ﹤0.01% | 639 |
|
|
2015
Q4 | $8K | Hold |
202
| – | – | ﹤0.01% | 640 |
|
|
2015
Q3 | $8K | Hold |
202
| – | – | ﹤0.01% | 566 |
|
|
2015
Q2 | $9K | Hold |
202
| – | – | 0.01% | 550 |
|
|
2015
Q1 | $8K | Hold |
202
| – | – | 0.01% | 508 |
|
|
2014
Q4 | $8K | Hold |
202
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $8K | Hold |
202
| – | – | 0.01% | 493 |
|
|
2014
Q2 | $8K | Hold |
202
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $8K | Hold |
202
| – | – | 0.01% | 472 |
|
|
2013
Q4 | $8K | Hold |
202
| – | – | 0.01% | 472 |
|
|
2013
Q3 | $7K | Hold |
202
| – | – | 0.01% | 446 |
|
|
2013
Q2 | $7K | Buy |
+202
| New | +$7K | 0.01% | 423 |
|