CWM
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Cornerstone Wealth Management’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Cornerstone Wealth Management’s Portfolio EPRF Stock Details EPRF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,262
Closed -$247K – 509
2021
Q3 		$247K Buy
10,262
+8
+0.1% +$193 0.03% 398
2021
Q2 		$251K Sell
10,254
-391
-4% -$9.57K 0.03% 399
2021
Q1 		$258K Buy
+10,645
New +$258K 0.03% 377