Concert Wealth Management’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-782
| Closed | -$18K | – | 652 |
|
|
2016
Q3 | $18K | Buy |
+782
| New | +$18K | ﹤0.01% | 907 |
|
|
2016
Q1 | – | Sell |
-24,881
| Closed | -$580K | – | 686 |
|
|
2015
Q4 | $580K | Sell |
24,881
-1,193
| -5% | -$27.8K | 0.08% | 323 |
|
|
2015
Q3 | $608K | Sell |
26,074
-45,027
| -63% | -$1.05M | 0.08% | 306 |
|
|
2015
Q2 | $1.87M | Sell |
71,101
-4,270
| -6% | -$112K | 0.24% | 98 |
|
|
2015
Q1 | $1.98M | Sell |
75,371
-4,137
| -5% | -$109K | 0.56% | 40 |
|
|
2014
Q4 | $2.08M | Buy |
79,508
+923
| +1% | +$24.1K | 0.32% | 71 |
|
|
2014
Q3 | $2.07M | Sell |
78,585
-1,309
| -2% | -$34.4K | 0.28% | 40 |
|
|
2014
Q2 | $2.09M | Sell |
79,894
-7,992
| -9% | -$209K | 0.26% | 43 |
|
|
2014
Q1 | $2.15M | Sell |
87,886
-760
| -0.9% | -$18.6K | 0.27% | 42 |
|
|
2013
Q4 | $2.27M | Buy |
88,646
+4,942
| +6% | +$127K | 0.29% | 35 |
|
|
2013
Q3 | $1.9M | Buy |
+83,704
| New | +$1.9M | 0.27% | 43 |
|