SWP
MGRM

Strategic Wealth Partners’s Monogram Orthopaedics MGRM Stock Holding History

Strategic Wealth Partners’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,996
Closed -$11.7K – 1527
2025
Q3 		$11.7K Buy
1,996
+100
+5% +$534 ﹤0.01% 859
2025
Q2 		$5.48K Buy
+1,896
New +$5.11K ﹤0.01% 884