CWM
SEP

Cornerstone Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

Cornerstone Wealth Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33,825
Closed -$750K – 1291
2018
Q3 		$750K Buy
+33,825
New +$750K 0.01% 789