Schwallier Wealth Management’s Barings Participation Investors MPV Stock Holding History

Schwallier Wealth Management’s Portfolio MPV Stock Details MPV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$906K	Hold
2025 Q2	$905K	Buy
2025 Q1	$778K	Buy
2024 Q4	$734K	Buy
2024 Q3	$712K	Buy
2024 Q2	$679K	Buy
2024 Q1	$649K	Buy
2023 Q4	$615K	Buy