Institute for Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25,176	Closed	-$665K	–	483
2022 Q2	$665K	Buy	25,176 +9,414	+60%	+$249K	0.13%	194
2022 Q1	$495K	Buy	+15,762	New	+$495K	0.08%	288