IFWM
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Institute for Wealth Management’s NOV NOV Stock Holding History

Institute for Wealth Management’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,775
Closed -$220K – 546
2024
Q3 		$220K Hold
13,775
– – 0.03% 500
2024
Q2 		$262K Hold
13,775
– – 0.04% 420
2024
Q1 		$269K Buy
+13,775
New +$269K 0.03% 411