Concert Wealth Management’s Ellsworth Growth & Income Fund ECF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $710K | Hold |
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|
2016
Q4 | $710K | Buy |
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|
2016
Q3 | $685K | Hold |
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|
2016
Q2 | $660K | Buy |
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|
2016
Q1 | $608K | Buy |
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|
2015
Q4 | $612K | Buy |
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|
2015
Q3 | $577K | Sell |
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|
2015
Q2 | $650K | Sell |
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|
2015
Q1 | $639K | Buy |
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|
2014
Q4 | $648K | Buy |
|
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|
2014
Q3 | $610K | Sell |
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|
2014
Q2 | $626K | Buy |
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|
2014
Q1 | $616K | Sell |
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|
2013
Q4 | $604K | Buy |
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|
2013
Q3 | $579K | Sell |
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|
2013
Q2 | $577K | Buy |
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