WFG Advisors’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-504
| Closed | -$20K | – | 1818 |
|
|
2015
Q2 | $20K | Buy |
504
+2
| +0.4% | +$79 | 0.01% | 986 |
|
|
2015
Q1 | $20K | Buy |
+502
| New | +$20K | 0.01% | 1001 |
|
|
2014
Q4 | – | Sell |
-141
| Closed | -$5K | – | 2355 |
|
|
2014
Q3 | $5K | Hold |
141
| – | – | ﹤0.01% | 1685 |
|
|
2014
Q2 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 1671 |
|