Concert Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,404	Closed	-$130K	–	726
2016 Q3	$130K	Buy	+4,404	New	+$130K	0.02%	718
2016 Q2	–	Sell	-11,319	Closed	-$303K	–	699
2016 Q1	$303K	Sell	11,319 -300	-3%	-$8.03K	0.04%	455
2015 Q4	$349K	Buy	+11,619	New	+$349K	0.05%	436