Institute for Wealth Management’s Brighthouse Financial BHF Stock Holding History

Institute for Wealth Management’s Portfolio BHF Stock Details BHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Hold
2025 Q2	$321K	Hold
2025 Q1	$347K	Hold
2024 Q4	$287K	Buy
2022 Q3	–	Sell
2022 Q2	$239K	Hold
2022 Q1	$301K	Buy