IFWM
CAA

Institute for Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Institute for Wealth Management’s Portfolio CAA Stock Details CAA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,199
Closed -$237K – 421
2017
Q4 		$237K Buy
+4,199
New +$237K 0.05% 335