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Powershares Dwa Technical Leaders Portfolio dwa momentum shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Powershares Dwa Technical Leaders Portfolio dwa momentum

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All positions including Powershares Dwa Technical Leaders Portfolio dwa momentum held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Dwa Technical Leaders Portfolio dwa momentum by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 3.2k 85.49
2023-09-30 $248k 3.2k 76.99
2023-06-30 $278k 3.4k 81.03
2022-12-31 $275k 3.9k 71.05
2022-09-30 $275k 4.1k 67.62
2022-06-30 $526k 7.7k 68.06
2022-03-31 $662k 8.2k 81.06
2021-12-31 $871k 9.2k 94.49
2021-09-30 $848k 9.5k 89.47
2021-06-30 $894k 10k 89.67
2021-03-31 $890k 11k 85.14
2020-12-31 $918k 11k 87.74
2020-09-30 $860k 11k 76.46
2020-06-30 $794k 12k 67.37
2020-03-31 $1.1M 21k 53.95
2019-12-31 $1.4M 22k 64.36
2019-09-30 $3.3M 55k 60.91
2019-06-30 $3.4M 56k 60.32
2019-03-31 $3.2M 57k 56.69
2018-12-31 $3.0M 61k 48.47
2018-09-30 $3.9M 65k 59.40
2018-06-30 $3.7M 66k 55.55

More positions owned by Keystone Financial Group

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPLG)
Apple Common Stock (AAPL)
Vanguard Total MF Closed and MF Open (VTI)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Portfolio MF Closed and MF Open (SPYV)
Vanguard S&p MF Closed and MF Open (VOO)
Jpmorgan Us MF Closed and MF Open (JQUA)
Vanguard Value MF Closed and MF Open (VTV)
Berkshire Hathaway Common Stock (BRK.B)
Berkshire Hathaway Common Stock (BRK.A)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Victoryshares Us MF Closed and MF Open (CFO)

View all positions for Keystone Financial Group

Top funds holding Powershares Dwa Technical Leaders Portfolio dwa momentum

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
CFG Asset Management
Prospera Financial Services
UBS Group
Gateway Advisory
Savant Capital Management
Janney Montgomery Scott
Strid
Advisor Group Holdings
Raymond James Financial Services Advisors

View all funds holding Powershares Dwa Technical Leaders Portfolio dwa momentum