CWM
PIV

Cornerstone Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Cornerstone Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-29,108
Closed -$848K – 1451
2018
Q1 		$848K Buy
29,108
+5,062
+21% +$147K 0.16% 127
2017
Q4 		$751K Hold
24,046
– – 0.14% 148
2017
Q3 		$699K Hold
24,046
– – 0.14% 144
2017
Q2 		$671K Hold
24,046
– – 0.15% 144
2017
Q1 		$655K Buy
+24,046
New +$655K 0.16% 127