United Capital Financial Advisors’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-23,587
| Closed | -$1.65M | – | 1391 |
|
|
2018
Q1 | $1.65M | Sell |
23,587
-70
| -0.3% | -$4.9K | 0.01% | 643 |
|
|
2017
Q4 | $1.77M | Sell |
23,657
-2,325
| -9% | -$174K | 0.01% | 626 |
|
|
2017
Q3 | $1.87M | Sell |
25,982
-5,653
| -18% | -$407K | 0.02% | 593 |
|
|
2017
Q2 | $2.1M | Sell |
31,635
-6,925
| -18% | -$460K | 0.02% | 555 |
|
|
2017
Q1 | $2.67M | Sell |
38,560
-15,631
| -29% | -$1.08M | 0.02% | 495 |
|
|
2016
Q4 | $3.74M | Sell |
54,191
-80,279
| -60% | -$5.54M | 0.04% | 430 |
|
|
2016
Q3 | $8.82M | Sell |
134,470
-177,612
| -57% | -$11.6M | 0.09% | 290 |
|
|
2016
Q2 | $20.3M | Buy |
+312,082
| New | +$20.3M | 0.21% | 100 |
|