Institute for Wealth Management’s Berry Corp BRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-27,000	Closed	-$139K	–	516
2024 Q3	$139K	Hold	27,000	–	–	0.02%	536
2024 Q2	$174K	Buy	+27,000	New	+$174K	0.02%	486