Ullmann Wealth Partners Group’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$298K Sell
2017
Q4
$330K Sell
2017
Q3
$565K Buy
2017
Q2
$433K Buy
2017
Q1
$318K Sell
2016
Q4
$392K Buy