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IronBridge Private Wealth’s ePlus PLUS Stock Holding History

IronBridge Private Wealth’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-156
Closed -$8K – 225
2021
Q4 		$8K Hold
156
– – ﹤0.01% 200
2021
Q3 		$8K Hold
156
– – ﹤0.01% 167
2021
Q2 		$7K Hold
156
– – ﹤0.01% 185
2021
Q1 		$8K Hold
156
– – 0.01% 179
2020
Q4 		$7K Buy
+156
New +$6.24K 0.01% 169

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RRAM
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GCM
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WCM Investment Management
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State Street
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AC
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ACM
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Northern Trust
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