Institute for Wealth Management’s Sea Limited SE Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$377K	Hold
2024 Q1	$283K	Sell
2023 Q4	$246K	Buy
2023 Q3	$237K	Buy
2022 Q4	–	Sell
2022 Q3	$244K	Buy
2022 Q2	$261K	Buy
2022 Q1	$359K	Buy
2021 Q4	$262K	Buy
2021 Q3	$253K	Buy