CWM
XYZ

Concert Wealth Management’s Block, Inc. XYZ Stock Holding History

Concert Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,513
Closed -$144K – 456
2017
Q1 		$144K Buy
+10,513
New +$144K 0.03% 462