CWM
PII icon

Concert Wealth Management’s Polaris PII Stock Holding History

Concert Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,102
Closed -$592K – 711
2016
Q1 		$592K Sell
6,102
-192
-3% -$18.6K 0.08% 314
2015
Q4 		$547K Buy
+6,294
New +$547K 0.07% 334