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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Sell
2025 Q2	$222K	Buy
2025 Q1	–	Sell
2024 Q4	$207K	Sell
2024 Q3	$253K	Sell
2024 Q2	$204K	Hold
2024 Q1	$234K	Buy