WP
PIV

WealthPLAN Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

WealthPLAN Partners’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$58.6K Sell
2,350
-2,350
-50% -$58.6K 0.02% 309
2016
Q2 		$58.4K Buy
+4,700
New +$58.4K 0.01% 840
2015
Q4 		$54.5K Buy
+7,050
New +$54.5K 0.01% 596