SWM
Sterling Wealth Management’s Investors Title Co ITIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+1,296
| New | +$274K | 0.09% | 85 |
|
|
2024
Q4 | $307K | Hold |
1,296
| – | – | 0.11% | 87 |
|
|
2024
Q3 | $298K | Hold |
1,296
| – | – | 0.11% | 89 |
|
|
2024
Q2 | $233K | Hold |
1,296
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $211K | Hold |
1,296
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $210K | Buy |
+1,296
| New | +$210K | 0.12% | 90 |
|