Institute for Wealth Management’s Crown Holdings CCK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,376
Closed -$496K 469
2022
Q2
$496K Buy
5,376
+2,710
+102% +$250K 0.1% 276
2022
Q1
$333K Buy
+2,666
New +$333K 0.05% 392