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Institute for Wealth Management’s Quad QUAD Stock Holding History

Institute for Wealth Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Hold
36,179
– – 0.02% 535
2025
Q1 		$197K Hold
36,179
– – 0.03% 509
2024
Q4 		$252K Buy
36,179
+23,601
+188% +$164K 0.03% 440
2024
Q3 		$57.1K Buy
+12,578
New +$57.1K 0.01% 549