Institute for Wealth Management’s Badger Meter BMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$264K	Sell
2025 Q1	$217K	Sell
2024 Q4	$366K	Buy
2024 Q3	$322K	Buy
2024 Q2	$243K	Buy