YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-500
| Closed | -$15K | – | 914 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | 0.01% | 586 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | 0.01% | 595 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | 0.01% | 603 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | 0.01% | 595 |
|
|
2017
Q1 | $14K | Hold |
500
| – | – | 0.01% | 583 |
|
|
2016
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 550 |
|