Institute for Wealth Management’s Stagwell STGW Stock Holding History

Institute for Wealth Management’s Portfolio STGW Stock Details STGW 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	$289K	Hold
2025 Q2	$231K	Hold
2025 Q1	$310K	Buy
2024 Q4	$327K	Hold
2024 Q3	$349K	Sell
2024 Q2	$364K	Hold
2024 Q1	$332K	Buy