CWM
SGL

Concert Wealth Management’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Concert Wealth Management’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,649
Closed -$150K – 591
2013
Q4 		$150K Hold
16,649
– – 0.02% 509
2013
Q3 		$154K Sell
16,649
-6,300
-27% -$58.3K 0.02% 501
2013
Q2 		$215K Buy
+22,949
New +$215K 0.03% 437