Concert Wealth Management’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP 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 | $365K | Sell |
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|
2016
Q4 | $367K | Buy |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $318K | Sell |
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|
2016
Q1 | $307K | Hold |
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|
2015
Q4 | $284K | Hold |
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|
2015
Q3 | $283K | Sell |
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|
2015
Q2 | $310K | Sell |
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|
2015
Q1 | $330K | Buy |
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|
2014
Q4 | $331K | Buy |
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|
2014
Q3 | $288K | Sell |
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|
2014
Q2 | $296K | Buy |
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|
2014
Q1 | $285K | Buy |
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|
2013
Q4 | $278K | Buy |
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|
2013
Q3 | $254K | Sell |
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|
2013
Q2 | $238K | Buy |
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