IFWM
SW

Institute for Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Institute for Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,393
Closed -$217K – 566
2024
Q3 		$217K Buy
+4,393
New +$217K 0.03% 509