Institute for Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,596
| Closed | -$114K | – | 415 |
|
|
2020
Q2 | $114K | Buy |
11,596
+338
| +3% | +$3.32K | 0.03% | 413 |
|
|
2020
Q1 | $88K | Buy |
11,258
+347
| +3% | +$2.71K | 0.03% | 385 |
|
|
2019
Q4 | $118K | Buy |
10,911
+606
| +6% | +$6.55K | 0.03% | 459 |
|
|
2019
Q3 | $111K | Sell |
10,305
-4,044
| -28% | -$43.6K | 0.03% | 410 |
|
|
2019
Q2 | $159K | Sell |
14,349
-2,675
| -16% | -$29.6K | 0.04% | 450 |
|
|
2019
Q1 | $200K | Buy |
+17,024
| New | +$200K | 0.04% | 416 |
|