IFWM
COLE

Institute for Wealth Management’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Institute for Wealth Management’s Portfolio COLE Stock Details COLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,920
Closed -$85K – 84
2013
Q3 		$85K Buy
+6,920
New +$85K 0.06% 40