CWM
INC

Cabot Wealth Management’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Cabot Wealth Management’s Portfolio INC Stock Details INC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,470
Closed -$448K – 141
2017
Q4 		$448K Buy
4,470
+1,679
+60% +$168K 0.1% 96
2017
Q3 		$282K Buy
2,791
+165
+6% +$16.7K 0.06% 114
2017
Q2 		$264K Buy
+2,626
New +$264K 0.06% 118