Cornerstone Wealth Management, LLC Victory Portfolios Ii Shs Dev Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 16, 2020
SELL
$24.26 - $27.63 $586,170 - $667,596
-24,162 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$22.06 - $33.86 $16,302 - $25,022
-739 Reduced 2.97%
24,162 $616,000
Q4 2019

Feb 20, 2020
BUY
$30.49 - $33.53 $49,149 - $54,050
1,612 Added 6.92%
24,901 $831,000
Q3 2019

Oct 29, 2019
SELL
$31.2 - $31.73 $170,102 - $172,991
-5,452 Reduced 18.97%
23,289 $730,000
Q2 2019

Aug 02, 2019
SELL
N/A
-601 Reduced 2.05%
28,741 $918,000
Q1 2019

May 13, 2019
SELL
N/A
-955 Reduced 3.15%
29,342 $1.6 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,054,161 Reduced 97.21%
30,297 $930,000
Q3 2018

Oct 19, 2018
SELL
N/A
-157,932 Reduced 12.71%
1,084,458 $31.8 Million
Q2 2018

Jul 20, 2018
BUY
N/A
1,204,776 Added 3203.0%
1,242,390 $37.2 Million
Q1 2018

Apr 24, 2018
BUY
N/A
2,216 Added 6.26%
37,614 $1.3 Million
Q4 2017

Feb 09, 2018
BUY
N/A
3,577 Added 11.24%
35,398 $1.28 Million
Q3 2017

Nov 14, 2017
BUY
N/A
6,907 Added 27.72%
31,821 $1.08 Million
Q2 2017

Aug 11, 2017
BUY
N/A
24,914
24,914 $805,000

Others Institutions Holding CIZ

# of Institutions
16
Shares Held
735K
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS DEV

CIZ Quotes by TradingView
  • Ticker CIZ
  • Sector ETFs
  • Industry ETFs
More about CIZ
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email