CWM
VTA

Cornerstone Wealth Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Cornerstone Wealth Management’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35,790
Closed -$3M – 1230
2018
Q3 		$3M Buy
35,790
+960
+3% +$80.5K 0.04% 390
2018
Q2 		$3M Buy
+34,830
New +$3M 0.03% 423