Institute for Wealth Management’s New Oriental EDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,035	Closed	-$21K	–	491
2021 Q3	$21K	Hold	1,035	–	–	﹤0.01%	475
2021 Q2	$85K	Buy	+1,035	New	+$85K	0.01%	482