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Concert Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Concert Wealth Management’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-10,061
Closed -$117K – 706
2015
Q2 		$117K Sell
10,061
-660
-6% -$7.9K 0.02% 666
2015
Q1 		$70K Buy
+10,721
New +$132K 0.02% 435
2013
Q3 		– Sell
-15,915
Closed -$217K – 529
2013
Q2 		$217K Buy
+15,915
New +$259K 0.03% 430

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PAMP
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Ameriprise
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