IFWM
Institute for Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,871
| Closed | -$132K | – | 414 |
|
|
2020
Q2 | $132K | Buy |
12,871
+426
| +3% | +$4.37K | 0.03% | 411 |
|
|
2020
Q1 | $101K | Buy |
12,445
+419
| +3% | +$3.4K | 0.03% | 381 |
|
|
2019
Q4 | $135K | Buy |
12,026
+669
| +6% | +$7.5K | 0.03% | 451 |
|
|
2019
Q3 | $129K | Sell |
11,357
-3,391
| -23% | -$38.5K | 0.03% | 409 |
|
|
2019
Q2 | $172K | Sell |
14,748
-2,809
| -16% | -$32.8K | 0.04% | 447 |
|
|
2019
Q1 | $214K | Buy |
+17,557
| New | +$214K | 0.05% | 401 |
|