Institute for Wealth Management’s Samsara IOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Buy
2025 Q2	$303K	Sell
2025 Q1	$293K	Buy