CWM
XLFS

Concert Wealth Management’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Concert Wealth Management’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,359
Closed -$253K – 598
2013
Q4 		$253K Buy
+6,359
New +$253K 0.03% 429