Woodmont Investment Counsel’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-232
| Closed | -$6K | – | 764 |
|
2016
Q3 | $6K | Buy |
+232
| New | +$6K | ﹤0.01% | 544 |
|
2016
Q2 | – | Sell |
-232
| Closed | -$6K | – | 552 |
|
2016
Q1 | $6K | Hold |
232
| – | – | ﹤0.01% | 456 |
|
2015
Q4 | $5K | Hold |
232
| – | – | ﹤0.01% | 473 |
|
2015
Q3 | $5K | Hold |
232
| – | – | ﹤0.01% | 468 |
|
2015
Q2 | $5K | Buy |
+232
| New | +$5K | ﹤0.01% | 467 |
|