Institute for Wealth Management’s AlerisLife Inc. Common Stock ALR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,215
Closed -$33K 406
2017
Q4
$33K Buy
+2,215
New +$33K 0.01% 386
2017
Q3
Sell
-2,215
Closed -$33K 402
2017
Q2
$33K Buy
+2,215
New +$33K 0.01% 411