Impact Partnership Wealth’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5	Closed	-$394	–	608
2024 Q1	$394	Sell	5 -1,391	-100%	-$110K	﹤0.01%	661
2023 Q4	$96.5K	Sell	1,396 -515	-27%	-$35.6K	0.04%	257
2023 Q3	$117K	Buy	+1,911	New	+$117K	0.04%	291