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Institute for Wealth Management’s SouthState Bank Corporation SSB Stock Holding History

Institute for Wealth Management’s Portfolio SSB Stock Details SSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,900
Closed -$455K – 512
2022
Q2 		$455K Hold
5,900
– – 0.09% 292
2022
Q1 		$481K Buy
+5,900
New +$481K 0.08% 298