Institute for Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Institute for Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$132K	Buy
2020 Q1	$101K	Buy
2019 Q4	$135K	Buy
2019 Q3	$129K	Sell
2019 Q2	$172K	Sell
2019 Q1	$214K	Buy