Concert Wealth Management’s DOW ENHANCED PREMIUM & INCOME FUND, INC COM DPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-67,288
| Closed | -$895K | – | 685 |
|
|
2014
Q3 | $895K | Sell |
67,288
-1,151
| -2% | -$15.3K | 0.12% | 148 |
|
|
2014
Q2 | $919K | Buy |
68,439
+48
| +0.1% | +$645 | 0.11% | 153 |
|
|
2014
Q1 | $913K | Hold |
68,391
| – | – | 0.11% | 153 |
|
|
2013
Q4 | $899K | Buy |
68,391
+2,260
| +3% | +$29.7K | 0.11% | 149 |
|
|
2013
Q3 | $780K | Buy |
66,131
+51
| +0.1% | +$602 | 0.11% | 172 |
|
|
2013
Q2 | $803K | Buy |
+66,080
| New | +$803K | 0.12% | 137 |
|