WFG Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $40K | Hold |
450
| – | – | 0.01% | 758 |
|
|
2017
Q1 | $36K | Hold |
450
| – | – | 0.01% | 751 |
|
|
2016
Q4 | $33K | Hold |
450
| – | – | 0.01% | 822 |
|
|
2016
Q3 | $33K | Hold |
450
| – | – | 0.01% | 816 |
|
|
2016
Q2 | $32K | Hold |
450
| – | – | 0.01% | 820 |
|
|
2016
Q1 | $30K | Buy |
450
+150
| +50% | +$10K | 0.01% | 799 |
|
|
2015
Q4 | $22K | Hold |
300
| – | – | 0.01% | 878 |
|
|
2015
Q3 | $20K | Buy |
300
+100
| +50% | +$6.67K | 0.01% | 896 |
|
|
2015
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 1101 |
|
|
2015
Q1 | $14K | Sell |
200
-180
| -47% | -$12.6K | ﹤0.01% | 1114 |
|
|
2014
Q4 | $23K | Buy |
+380
| New | +$23K | ﹤0.01% | 1171 |
|