Concert Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $918K | Hold |
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|
2016
Q4 | $918K | Buy |
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|
2016
Q3 | $818K | Sell |
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|
2016
Q2 | $805K | Sell |
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|
2016
Q1 | $908K | Buy |
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|
2015
Q4 | $846K | Buy |
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|
2015
Q3 | $788K | Sell |
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|
2015
Q2 | $825K | Sell |
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|
2015
Q1 | $734K | Hold |
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|
2014
Q4 | $843K | Buy |
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|
2014
Q3 | $674K | Sell |
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|
2014
Q2 | $672K | Buy |
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|
2014
Q1 | $647K | Sell |
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|
2013
Q4 | $646K | Sell |
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|
2013
Q3 | $599K | Sell |
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|
2013
Q2 | $577K | Buy |
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