UWPG
PFA
Ullmann Wealth Partners Group’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,903
| Closed | -$371K | – | 65 |
|
|
2018
Q1 | $371K | Sell |
15,903
-302
| -2% | -$7.05K | 0.26% | 30 |
|
|
2017
Q4 | $391K | Sell |
16,205
-8,642
| -35% | -$209K | 0.27% | 31 |
|
|
2017
Q3 | $506K | Buy |
24,847
+4,801
| +24% | +$97.8K | 0.51% | 32 |
|
|
2017
Q2 | $449K | Buy |
20,046
+8,579
| +75% | +$192K | 0.32% | 32 |
|
|
2017
Q1 | $239K | Buy |
11,467
+584
| +5% | +$12.2K | 0.2% | 46 |
|
|
2016
Q4 | $217K | Buy |
+10,883
| New | +$217K | 0.21% | 47 |
|