Concert Wealth Management’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,822
| Closed | -$280K | – | 710 |
|
|
2015
Q4 | $280K | Buy |
+6,822
| New | +$280K | 0.04% | 491 |
|
|
2015
Q3 | – | Sell |
-7,688
| Closed | -$367K | – | 735 |
|
|
2015
Q2 | $367K | Buy |
+7,688
| New | +$367K | 0.05% | 442 |
|
|
2015
Q1 | – | Sell |
-5,017
| Closed | -$240K | – | 621 |
|
|
2014
Q4 | $240K | Buy |
+5,017
| New | +$240K | 0.04% | 530 |
|