IFWM
FLGE

Institute for Wealth Management’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Institute for Wealth Management’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-390
Closed -$274K – 505
2021
Q3 		$274K Hold
390
– – 0.05% 398
2021
Q2 		$269K Sell
390
-34
-8% -$23.5K 0.05% 396
2021
Q1 		$237K Hold
424
– – 0.05% 404
2020
Q4 		$232K Buy
+424
New +$232K 0.05% 398