Institute for Wealth Management’s California Resources CRC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15,140	Closed	-$583K	–	471
2022 Q2	$583K	Buy	15,140 +8,500	+128%	+$327K	0.11%	235
2022 Q1	$297K	Buy	+6,640	New	+$297K	0.05%	425