CWM
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Concert Wealth Management’s Gartner IT Stock Holding History

Concert Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,210
Closed -$213K – 1013
2016
Q2 		$213K Buy
+2,210
New +$213K 0.03% 587