CWM
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Concert Wealth Management’s PIMCO ETF TR PIMCO CDA BD INDEX FD ETF CAD Stock Holding History

Concert Wealth Management’s Portfolio CAD Stock Details CAD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
2014
Q2 		$382K Sell
2014
Q1 		$396K Sell
2013
Q4 		$951K Sell
2013
Q3 		$1.22M Sell
2013
Q2 		$1.27M Buy