Concert Wealth Management’s Barron's 400 ETF BFOR 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 | $229K | Hold |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $424K | Hold |
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|
2016
Q2 | $398K | Hold |
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|
2016
Q1 | $396K | Hold |
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|
2015
Q4 | $395K | Hold |
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|
2015
Q3 | $390K | Hold |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $119K | Hold |
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|
2014
Q4 | $384K | Sell |
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|
2014
Q3 | $382K | Hold |
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|
2014
Q2 | $395K | Buy |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $310K | Buy |
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|
2013
Q3 | $257K | Buy |
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