Concert Wealth Management’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-67,729
| Closed | -$1.76M | – | 735 |
|
|
2015
Q4 | $1.76M | Sell |
67,729
-4,916
| -7% | -$128K | 0.24% | 107 |
|
|
2015
Q3 | $1.76M | Sell |
72,645
-3,167
| -4% | -$76.6K | 0.24% | 99 |
|
|
2015
Q2 | $2.04M | Buy |
75,812
+22,411
| +42% | +$602K | 0.26% | 88 |
|
|
2015
Q1 | $343K | Buy |
53,401
+17,623
| +49% | +$113K | 0.1% | 266 |
|
|
2014
Q4 | $961K | Buy |
35,778
+13,232
| +59% | +$355K | 0.15% | 183 |
|
|
2014
Q3 | $604K | Buy |
22,546
+5,438
| +32% | +$146K | 0.08% | 230 |
|
|
2014
Q2 | $462K | Sell |
17,108
-1,093
| -6% | -$29.5K | 0.06% | 301 |
|
|
2014
Q1 | $366K | Sell |
18,201
-201
| -1% | -$4.04K | 0.05% | 354 |
|
|
2013
Q4 | $352K | Sell |
18,402
-1,682
| -8% | -$32.2K | 0.04% | 339 |
|
|
2013
Q3 | $369K | Sell |
20,084
-1,002
| -5% | -$18.4K | 0.05% | 322 |
|
|
2013
Q2 | $424K | Buy |
+21,086
| New | +$424K | 0.06% | 257 |
|