IFP Advisors’s FiscalNote NOTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11 Buy
2
+1
+100% +$6 ﹤0.01% 4870
2025
Q1
$9 Hold
1
﹤0.01% 4239
2024
Q4
$12 Buy
+1
New +$12 ﹤0.01% 4519