IFP Advisors’s WM Technology MAPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$33 Buy
2025
Q1
Sell
2024
Q4
$94 Buy
2023
Q1
Sell
2022
Q4
$453K Buy
2022
Q3
$329K Buy
2022
Q1
Sell
2021
Q4
$2K Sell
2021
Q3
$9K Sell
2021
Q2
$13K Hold
2021
Q1
$14K Buy