Concert Wealth Management’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT 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 | $680K | Hold |
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|
2016
Q4 | $680K | Buy |
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|
2016
Q3 | $667K | Sell |
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|
2016
Q2 | $612K | Hold |
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|
2016
Q1 | $594K | Hold |
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|
2015
Q4 | $634K | Sell |
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|
2015
Q3 | $604K | Sell |
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|
2015
Q2 | $680K | Sell |
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|
2015
Q1 | $680K | Sell |
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|
2014
Q4 | $664K | Buy |
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|
2014
Q3 | $582K | Sell |
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|
2014
Q2 | $618K | Sell |
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|
2014
Q1 | $615K | Sell |
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|
2013
Q4 | $622K | Sell |
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|
2013
Q3 | $584K | Sell |
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|
2013
Q2 | $540K | Buy |
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