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Concert Wealth Management INC.

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Today:
Week:
1-month:
All-time: 		+0.8%
+2.8%
-11.4%
+35.6% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		0.0%
+0.3%
-10.7%
-54.2%
 

Data since: Jan-1-2009
Current Portfolio: Q1 2013
     
Signaturefd, Ll... +0.5%
Capstone Invest... 0.0%
Kemper Corporat... +0.2%
     
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Portfolio Detail
 
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What are Alerts?
  
 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q1 2013 View as: Alerts Holdings Detail
 AAPL $431.77 -0.23 -0.05% 6,970,064 50% $406.1B 2.8% 12% -39% +0.7% $10.7M | 24.2K shares - increase of 3.0K shares
 APA $87.12 +0.60 +0.69% 2,983,191 76% $33.9B 0.9% 28% -8% +13.6% $4.9M | 63.8K shares - increase of 2.7K shares
 COG $72.17 +0.86 +1.21% 1,326,855 75% $15.0B 0.1% 108% -3% +8.1% $9.2M | 136.2K shares - increase of 559 shares
 CPRT $31.90 +0.33 +1.05% 453,661 37% $3.9B - 41% -17% -5.8% $206.7M | 6.0M shares - increase of 202 shares
 CVX $121.52 +0.30 +0.25% 4,545,197 66% $235.0B 3.3% 24% -5% +1.6% $10.3M | 86.8K shares - increase of 10.4K shares
 DHI $24.38 +0.12 +0.49% 3,678,520 60% $7.8B 0.6% 56% -12% +2.2% $65.8M | 2.7M shares - increase of 2.6K shares
 EPD $60.70 +0.24 +0.40% 919,278 71% $55.3B 4.4% 28% -4% 0.0% $4.4M | 73.1K shares - increase of 2.1K shares
 IWD $85.77 +0.59 +0.69% 1,330,888 85% $ 2.0% 32% -2% +5.9% $5.9M | 72.6K shares - increase of 810 shares
 LQD $116.37 -0.23 -0.20% 1,748,392 62% $ 3.8% 1% -6% -2.5% $4.9M | 40.7K shares - increase of 19.9K shares
 OEF $74.74 +0.59 +0.80% 732,317 109% $ 2.0% 24% -2% +6.4% $4.7M | 66.3K shares - No Change
 PFF $39.70 +0.09 +0.23% 2,714,931 89% $ 5.8% 4% -3% -1.5% $5.6M | 138.0K shares - increase of 6.6K shares
 UPS $87.43 +0.89 +1.03% 2,916,561 83% $81.7B 2.9% 26% -3% +3.5% $10.1M | 117.9K shares - decrease of 12 shares
 VZ $51.55 +0.84 +1.66% 11,104,374 103% $145.0B 4.1% 27% -5% +4.7% $4.8M | 98.4K shares - decrease of 67 shares
 WFM $52.73 +0.42 +0.80% 2,073,226 56% $19.3B 0.8% 30% -2% -38.2% $5.9M | 135.8K shares - decrease of 188 shares
 XOM $91.93 +0.42 +0.46% 10,679,837 85% $406.8B 2.8% 15% -2% +1.3% $15.1M | 167.8K shares - decrease of 4.5K shares
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Discuss Concert Wealth Management INC.'s portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
19.30%
Posted by dsilsby85 ( track member | ignore member ) about AAPL in portfolio Core QQQ Holdings - 2012-04-04 11:44 PM
forever
Posted by TS@BIGT ( track member | ignore member ) about AAPL in portfolio BIGTech - 2012-04-04 10:42 AM
88
Posted by handicapper ( track member | ignore member ) about LQD in portfolio ETF TRADER - 2012-03-25 02:48 AM
5 shares/$333-$1,665 /5 shares/$597-$2,986 = $4,651
Posted by dasherlillie ( track member | ignore member ) about AAPL in portfolio dasher - 2012-03-20 02:54 PM
3/14/12
Posted by LookieLou ( track member | ignore member ) about VZ in portfolio Mabel - 2012-03-14 08:24 PM
195.86/14
Posted by lmhpc ( track member | ignore member ) about AAPL in portfolio us ira l - 2012-03-12 03:32 PM
Excellent pipeline company with good dividend
Posted by magician2010 ( track member | ignore member ) about EPD in portfolio itrust - 2012-03-11 03:41 PM
perhaps some short term volatility but expect price to hit 650-710 by the end of 2013 if not sooner and if no surprisesemerge. Hope SIRi shows up in next ipad. Suspect iPhone will be sold thru China mobile by the end of the year or early next year on
Posted by magician2010 ( track member | ignore member ) about AAPL in portfolio itrust - 2012-03-11 03:41 PM
mlp with great distribution rising earnings
Posted by jpbel ( track member | ignore member ) about EPD in portfolio jpatrick stocks - 2012-02-23 04:01 PM
C
Posted by jaanus ( track member | ignore member ) about XOM in portfolio Energeetike veebr 2012 - 2012-02-21 07:46 PM
B
Posted by jaanus ( track member | ignore member ) about CVX in portfolio Energeetike veebr 2012 - 2012-02-21 07:46 PM
oil gas non tax dividend
Posted by rordon11 ( track member | ignore member ) about EPD in portfolio Thompson - 2012-02-21 12:18 AM
APache
Posted by zerodown ( track member | ignore member ) about APA in portfolio luckyride - 2012-02-13 05:43 PM
comms king
Posted by StoxRox ( track member | ignore member ) about VZ in portfolio Alchemy - 2012-02-12 08:29 AM
only have 2 shares
Posted by josephine1922 ( track member | ignore member ) about AAPL in portfolio main portfolio - 2012-02-02 06:06 PM
5
Posted by ttdenker ( track member | ignore member ) about XOM in portfolio h2 - 2012-02-02 05:39 PM
edit-15h
Posted by ttdenker ( track member | ignore member ) about AAPL in portfolio h2 - 2012-02-02 05:39 PM
Purchased in December 28 @ 404.5
Posted by rlrlc ( track member | ignore member ) about AAPL in portfolio MM - 2012-01-25 11:33 AM
4% Dividend Growth
Posted by FUSION10 ( track member | ignore member ) about EPD in portfolio INCOME 25. JAN.2012 - 2012-01-24 03:26 PM
12/9.43
Posted by cverdi ( track member | ignore member ) about APA in portfolio Energy - 2012-01-23 02:16 AM
Page 1 2 3 4 5 6 7 8 9 10 ... 44



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