Concert Wealth Management’s First TrustValue Line 100 Exchange-Traded FVL 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 | $892K | Hold |
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|
2016
Q4 | $892K | Buy |
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|
2016
Q3 | $844K | Hold |
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|
2016
Q2 | $830K | Buy |
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|
2016
Q1 | $791K | Buy |
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|
2015
Q4 | $795K | Buy |
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|
2015
Q3 | $734K | Hold |
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|
2015
Q2 | $793K | Sell |
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|
2015
Q1 | $782K | Buy |
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|
2014
Q4 | $826K | Buy |
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|
2014
Q3 | $735K | Buy |
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|
2014
Q2 | $757K | Hold |
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|
2014
Q1 | $718K | Sell |
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|
2013
Q4 | $699K | Buy |
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|
2013
Q3 | $632K | Sell |
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|
2013
Q2 | $597K | Buy |
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