Institute for Wealth Management’s Bentley Systems BSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,858	Closed	-$247K	–	517
2024 Q3	$247K	Buy	+4,858	New	+$247K	0.03%	467