Institute of Advanced Investment Management
Undergraduate Student Investment Fund
Total Fund
| Date | Fund | Stock | Action | Qty | Price | Total | Holding Before | Holding After |
| 11-14-23 | Davidson | AAPL | Buy | 3 | $150.00 | ($450.00) | 9 | 12 |
| 11-14-23 | Milner | TSLA | Sell | 7 | $285.01 | $1995.07 | 14 | 7 |
| 11-14-23 | School | VOO | Div | 15 | $0.98 | $14.70 | – | – |
| 11-14-23 | ESG | MSFT | Split | 2/1 | – | – | 100 | 200 |
Davidson Fund
Milner Fund
School Fund
ESG Fund