Private Wealth Management Group’s Information Services Group III Stock Holding History

Private Wealth Management Group’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.92K	Hold
2025 Q2	$1.6K	Hold
2025 Q1	$1.31K	Hold
2024 Q4	$1.12K	Sell
2024 Q3	$2.17K	Hold
2024 Q2	$1.94K	Buy