Concert Wealth Management’s Bancroft Fund BCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $217K | Hold |
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|
2016
Q4 | $217K | Buy |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $196K | Hold |
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|
2016
Q1 | $185K | Sell |
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|
2015
Q4 | $192K | Buy |
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|
2015
Q3 | $191K | Hold |
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|
2015
Q2 | $218K | Buy |
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|
2015
Q1 | $213K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $197K | Buy |
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|
2014
Q1 | $197K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $175K | Buy |
|