Institute for Wealth Management’s Teradyne TER Stock Holding History

Institute for Wealth Management’s Portfolio TER Stock Details TER 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	$220K	Buy
2022 Q1	–	Sell
2021 Q4	$240K	Buy
2021 Q3	–	Sell
2021 Q2	$200K	Buy