Impact Partnership Wealth’s Stifel SF Stock Holding History

Impact Partnership Wealth’s Portfolio SF Stock Details SF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$780K	Buy
2024 Q2	–	Sell
2024 Q1	$394	Sell
2023 Q4	$96.5K	Sell
2023 Q3	$117K	Buy