Concert Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$364K Buy
2016
Q4
$315K Sell
2016
Q3
$668K Buy
2016
Q2
$206K Buy
2016
Q1
Sell
2015
Q4
$204K Buy
2015
Q3
Sell
2015
Q2
$1.19M Buy
2015
Q1
Sell
2014
Q4
$810K Buy