Concert Wealth Management’s Central Securities Corp CET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-34,623
| Closed | -$755K | – | 192 |
|
|
2017
Q1 | $755K | Hold |
34,623
| – | – | 0.17% | 174 |
|
|
2016
Q4 | $755K | Buy |
34,623
+1,148
| +3% | +$25K | 0.17% | 183 |
|
|
2016
Q3 | $710K | Buy |
33,475
+434
| +1% | +$9.21K | 0.09% | 293 |
|
|
2016
Q2 | $647K | Hold |
33,041
| – | – | 0.09% | 286 |
|
|
2016
Q1 | $631K | Buy |
33,041
+474
| +1% | +$9.05K | 0.08% | 291 |
|
|
2015
Q4 | $619K | Buy |
32,567
+3,415
| +12% | +$64.9K | 0.08% | 313 |
|
|
2015
Q3 | $572K | Buy |
29,152
+594
| +2% | +$11.7K | 0.08% | 325 |
|
|
2015
Q2 | $608K | Sell |
28,558
-1,429
| -5% | -$30.4K | 0.08% | 321 |
|
|
2015
Q1 | $643K | Buy |
29,987
+801
| +3% | +$17.2K | 0.18% | 160 |
|
|
2014
Q4 | $642K | Buy |
29,186
+3,477
| +14% | +$76.5K | 0.1% | 269 |
|
|
2014
Q3 | $590K | Sell |
25,709
-3,961
| -13% | -$90.9K | 0.08% | 234 |
|
|
2014
Q2 | $679K | Hold |
29,670
| – | – | 0.08% | 218 |
|
|
2014
Q1 | $658K | Sell |
29,670
-1,174
| -4% | -$26K | 0.08% | 215 |
|
|
2013
Q4 | $666K | Buy |
30,844
+4,259
| +16% | +$92K | 0.09% | 206 |
|
|
2013
Q3 | $624K | Sell |
26,585
-18
| -0.1% | -$422 | 0.09% | 210 |
|
|
2013
Q2 | $562K | Buy |
+26,603
| New | +$562K | 0.08% | 201 |
|