Institute for Wealth Management’s GWG Holdings, Inc GWGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100,000
| Closed | -$100K | – | 467 |
|
|
2018
Q4 | $100K | Buy |
+100,000
| New | +$100K | 0.04% | 258 |
|
|
2017
Q4 | – | Sell |
-1,494,000
| Closed | -$1.49M | – | 423 |
|
|
2017
Q3 | $1.49M | Buy |
1,494,000
+270,000
| +22% | +$270K | 0.49% | 65 |
|
|
2017
Q2 | $1.22M | Buy |
+1,224,000
| New | +$1.22M | 0.34% | 83 |
|