Institute for Wealth Management’s Madison Square Garden MSGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+5,556
New +$222K 0.02% 513
2025
Q1
Sell
-5,819
Closed -$207K 541
2024
Q4
$207K Sell
5,819
-128
-2% -$4.56K 0.03% 477
2024
Q3
$253K Sell
5,947
-10
-0.2% -$425 0.03% 457
2024
Q2
$204K Hold
5,957
0.03% 477
2024
Q1
$234K Buy
+5,957
New +$234K 0.03% 442