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Optimize Financial’s Stagwell STGW Stock Holding History

Optimize Financial’s Portfolio STGW Stock Details STGW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$158K Sell
35,138
-252
-0.7% -$1.13K 0.1% 218
2025
Q1 		$214K Buy
35,390
+4,635
+15% +$28K 0.16% 185
2024
Q4 		$202K Buy
+30,755
New +$202K 0.15% 214