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

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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