IFWM
RESN
Institute for Wealth Management’s Resonant Inc. RESN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-283,565
| Closed | -$485K | – | 564 |
|
|
2021
Q4 | $485K | Hold |
283,565
| – | – | 0.08% | 285 |
|
|
2021
Q3 | $686K | Hold |
283,565
| – | – | 0.12% | 209 |
|
|
2021
Q2 | $910K | Hold |
283,565
| – | – | 0.16% | 166 |
|
|
2021
Q1 | $1.2M | Sell |
283,565
-201,000
| -41% | -$852K | 0.23% | 115 |
|
|
2020
Q4 | $1.28M | Hold |
484,565
| – | – | 0.26% | 101 |
|
|
2020
Q3 | $1.15M | Hold |
484,565
| – | – | 0.26% | 99 |
|
|
2020
Q2 | $1.13M | Hold |
484,565
| – | – | 0.28% | 95 |
|
|
2020
Q1 | $717K | Hold |
484,565
| – | – | 0.22% | 125 |
|
|
2019
Q4 | $1.17M | Hold |
484,565
| – | – | 0.26% | 102 |
|
|
2019
Q3 | $1.44M | Hold |
484,565
| – | – | 0.36% | 66 |
|
|
2019
Q2 | $1.15M | Hold |
484,565
| – | – | 0.26% | 116 |
|
|
2019
Q1 | $1.45M | Hold |
484,565
| – | – | 0.32% | 74 |
|
|
2018
Q4 | $644K | Buy |
484,565
+1,330
| +0.3% | +$1.77K | 0.26% | 120 |
|
|
2018
Q3 | $1.96M | Sell |
483,235
-1,330
| -0.3% | -$5.4K | 0.66% | 42 |
|
|
2018
Q2 | $2.73M | Buy |
484,565
+17,504
| +4% | +$98.7K | 0.87% | 24 |
|
|
2018
Q1 | $2.01M | Sell |
467,061
-303,119
| -39% | -$1.31M | 0.59% | 42 |
|
|
2017
Q4 | $5.75M | Buy |
+770,180
| New | +$5.75M | 1.33% | 5 |
|