Institute for Wealth Management’s Quad QUAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Hold
2025 Q2	$204K	Hold
2025 Q1	$197K	Hold
2024 Q4	$252K	Buy
2024 Q3	$57.1K	Buy