IFWM
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Institute for Wealth Management’s Unity U Stock Holding History

Institute for Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,661
Closed -$238K – 562
2021
Q4 		$238K Buy
+1,661
New +$238K 0.04% 432