Institute for Wealth Management’s Spotify SPOT Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$221K	Sell
2025 Q2	$245K	Buy
2022 Q2	–	Sell
2022 Q1	$216K	Buy
2021 Q4	$305K	Buy
2021 Q3	$244K	Buy
2021 Q2	$270K	Buy