CWM
CMH Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-23,605
| Closed | -$1.46M | – | 55 |
|
|
2017
Q3 | $1.46M | Sell |
23,605
-6,170
| -21% | -$382K | 1.08% | 36 |
|
|
2017
Q2 | $1.88M | Sell |
29,775
-5,450
| -15% | -$344K | 1.5% | 27 |
|
|
2017
Q1 | $2.12M | Buy |
35,225
+1,330
| +4% | +$80K | 1.66% | 22 |
|
|
2016
Q4 | $2.25M | Buy |
+33,895
| New | +$2.25M | 1.97% | 18 |
|