CWM
Concert Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,396
| Closed | -$319K | – | 134 |
|
|
2017
Q2 | $319K | Sell |
3,396
-9,387
| -73% | -$882K | 0.31% | 96 |
|
|
2017
Q1 | $994K | Sell |
12,783
-6,579
| -34% | -$512K | 0.22% | 126 |
|
|
2016
Q4 | $1.5M | Sell |
19,362
-15,030
| -44% | -$1.17M | 0.33% | 75 |
|
|
2016
Q3 | $2.84M | Buy |
34,392
+1,790
| +5% | +$148K | 0.35% | 58 |
|
|
2016
Q2 | $2.42M | Buy |
32,602
+3,020
| +10% | +$224K | 0.33% | 66 |
|
|
2016
Q1 | $2.26M | Buy |
29,582
+1,919
| +7% | +$147K | 0.3% | 73 |
|
|
2015
Q4 | $2.15M | Sell |
27,663
-3,311
| -11% | -$257K | 0.29% | 76 |
|
|
2015
Q3 | $2.16M | Buy |
30,974
+3,596
| +13% | +$251K | 0.29% | 72 |
|
|
2015
Q2 | $1.84M | Buy |
27,378
+6,020
| +28% | +$404K | 0.24% | 100 |
|
|
2015
Q1 | $461K | Buy |
21,358
+14,680
| +220% | +$317K | 0.13% | 216 |
|
|
2014
Q4 | $1.75M | Sell |
6,678
-401
| -6% | -$105K | 0.27% | 95 |
|
|
2014
Q3 | $1.5M | Buy |
7,079
+45
| +0.6% | +$9.54K | 0.2% | 78 |
|
|
2014
Q2 | $1.4M | Buy |
7,034
+1,202
| +21% | +$240K | 0.17% | 82 |
|
|
2014
Q1 | $1.23M | Sell |
5,832
-138
| -2% | -$29K | 0.15% | 104 |
|
|
2013
Q4 | $1.33M | Buy |
5,970
+1,567
| +36% | +$349K | 0.17% | 91 |
|
|
2013
Q3 | $835K | Buy |
4,403
+224
| +5% | +$42.5K | 0.12% | 151 |
|
|
2013
Q2 | $761K | Buy |
+4,179
| New | +$761K | 0.11% | 153 |
|