Institute for Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,318	Closed	-$273K	–	473
2022 Q2	$273K	Hold	9,318	–	–	0.05%	414
2022 Q1	$310K	Buy	+9,318	New	+$310K	0.05%	412