Concert Wealth Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ 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 | $2.26M | Hold |
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|
2016
Q4 | $2.26M | Buy |
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|
2016
Q3 | $2.28M | Sell |
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|
2016
Q2 | $2.14M | Sell |
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|
2016
Q1 | $2.1M | Buy |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $2.07M | Sell |
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|
2015
Q2 | $2.29M | Sell |
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|
2015
Q1 | $2.32M | Buy |
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|
2014
Q4 | $2.34M | Buy |
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|
2014
Q3 | $2.02M | Sell |
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|
2014
Q2 | $2.06M | Hold |
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|
2014
Q1 | $2.03M | Sell |
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|
2013
Q4 | $2.04M | Sell |
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|
2013
Q3 | $1.9M | Sell |
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|
2013
Q2 | $1.83M | Buy |
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