IHT Wealth Management’s Broadridge BR Stock Holding History

IHT Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$215K	Buy
2024 Q4	–	Sell
2024 Q3	$288K	Buy
2018 Q2	–	Sell
2018 Q1	$31K	Hold
2017 Q4	$27K	Hold
2017 Q3	$24K	Sell
2017 Q2	$2	Buy
2017 Q1	$9K	Sell
2016 Q4	$18K	Buy