Concert Wealth Management’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-48,093
| Closed | -$271K | – | 511 |
|
2016
Q3 | $271K | Hold |
48,093
| – | – | 0.03% | 527 |
|
2016
Q2 | $267K | Hold |
48,093
| – | – | 0.04% | 510 |
|
2016
Q1 | $281K | Sell |
48,093
-1,067
| -2% | -$6.23K | 0.04% | 471 |
|
2015
Q4 | $312K | Hold |
49,160
| – | – | 0.04% | 464 |
|
2015
Q3 | $263K | Sell |
49,160
-3,001
| -6% | -$16.1K | 0.04% | 518 |
|
2015
Q2 | $294K | Hold |
52,161
| – | – | 0.04% | 501 |
|
2015
Q1 | $62K | Sell |
52,161
-1,866
| -3% | -$2.22K | 0.02% | 441 |
|
2014
Q4 | $318K | Buy |
+54,027
| New | +$318K | 0.05% | 439 |
|