CWM
INC

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

Cornerstone 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
-4,238
Closed -$424K – 427
2017
Q4 		$424K Buy
+4,238
New +$424K 0.08% 251