YorkBridge Wealth Partners’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-319
| Closed | -$15K | – | 915 |
|
|
2018
Q1 | $15K | Sell |
319
-15
| -4% | -$705 | 0.01% | 587 |
|
|
2017
Q4 | $14K | Sell |
334
-82
| -20% | -$3.44K | 0.01% | 603 |
|
|
2017
Q3 | $16K | Hold |
416
| – | – | 0.01% | 586 |
|
|
2017
Q2 | $15K | Sell |
416
-84
| -17% | -$3.03K | 0.01% | 581 |
|
|
2017
Q1 | $17K | Hold |
500
| – | – | 0.01% | 547 |
|
|
2016
Q4 | $16K | Buy |
+500
| New | +$16K | 0.01% | 503 |
|