SPIA
IPM

Steward Partners Investment Advisory’s Intelligent Protection Management Corp. Common Stock IPM Stock Holding History

Steward Partners Investment Advisory’s Portfolio IPM Stock Details IPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,400
Closed -$2.79K – 4172
2024
Q4 		$2.79K Sell
1,400
-7,850
-85% -$15.6K ﹤0.01% 3552
2024
Q3 		$29.9K Buy
+9,250
New +$29.9K ﹤0.01% 2472