Concert Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$721K Buy
2016
Q2
$478K Buy
2016
Q1
$422K Sell
2015
Q4
$439K Buy
2015
Q3
$406K Buy
2015
Q2
$385K Buy
2015
Q1
$236K Buy
2014
Q4
$333K Buy