Institute for Wealth Management’s Stagwell STGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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