UWPG
PWP

Ullmann Wealth Partners Group’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Ullmann Wealth Partners Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
2018
Q1 		$312K Sell
2017
Q4 		$369K Sell
2017
Q3 		$647K Buy
2017
Q2 		$479K Buy
2017
Q1 		$409K Sell
2016
Q4 		$457K Buy