WDL
PIV
Well Done LLC’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-118,874
| Closed | -$3.55M | – | 609 |
|
|
2018
Q1 | $3.55M | Sell |
118,874
-230
| -0.2% | -$6.86K | 1.1% | 23 |
|
|
2017
Q4 | $3.63M | Sell |
119,104
-13,227
| -10% | -$403K | 1.18% | 26 |
|
|
2017
Q3 | $3.81M | Sell |
132,331
-132
| -0.1% | -$3.8K | 1.17% | 23 |
|
|
2017
Q2 | $3.7M | Buy |
132,463
+387
| +0.3% | +$10.8K | 1.29% | 24 |
|
|
2017
Q1 | $3.62M | Buy |
132,076
+3,598
| +3% | +$98.5K | 1.28% | 24 |
|
|
2016
Q4 | $3.34M | Buy |
128,478
+4,058
| +3% | +$105K | 1.26% | 24 |
|
|
2016
Q3 | $1.52K | Sell |
124,420
-173
| -0.1% | -$2 | 0.55% | 31 |
|
|
2016
Q2 | $3.09M | Buy |
124,593
+4,226
| +4% | +$105K | 1.12% | 22 |
|
|
2016
Q1 | $2.96M | Sell |
120,367
-85,292
| -41% | -$2.1M | 1.07% | 21 |
|
|
2015
Q4 | $4.76M | Buy |
+205,659
| New | +$4.76M | 1.68% | 14 |
|