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 |
|