CWM
DUC

Cornerstone Wealth Management’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Cornerstone Wealth Management’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,945
Closed -$211K – 1235
2018
Q3 		$211K Buy
1,945
+113
+6% +$12.3K ﹤0.01% 1172
2018
Q2 		$212K Buy
+1,832
New +$212K ﹤0.01% 1306