CWM
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Concert Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Concert Wealth Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-174
Closed -$4K – 739
2016
Q3 		$4K Buy
+174
New +$4K ﹤0.01% 973