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Institute for Wealth Management’s Howard Hughes HHH Stock Holding History

Institute for Wealth Management’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$683K Buy
10,122
+6,159
+155% +$416K 0.08% 254
2025
Q1 		$294K Hold
3,963
– – 0.04% 415
2024
Q4 		$305K Buy
+3,963
New +$305K 0.04% 395