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IAG Wealth Partners, LLC

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
BCOW.NASDAQ1895 of Wisconsin Inc BancorpUSAFinancial ServicesBanks - Regional2024-09-300.5530.05730.6k$404.4k$307.3k
  
  
KAVL.NASDAQKaival Brands Innovations Group IncUSAConsumer DefensiveTobacco2024-07-310.00201k$2k$844.19
  
  
KOSS.NASDAQKoss CorporationUSATechnologyConsumer Electronics2024-09-300.0110.0011,000.00$3.2k$7.9k
  
  
NUTX.NASDAQNutex Health IncUSAHealthcareMedical Care Facilities2024-09-300.0020100.00$1k$3.1k
  
  

Trades

Buys
Report date: 2024-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
NUTX.NASDAQ100.00-1.4k1-27$31.875,694.5%
Report date: 2023-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
KAVL.NASDAQ1k-605.560-1$0.84108.7%
Report date: 2022-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BCOW.NASDAQ1.5k-16k10-11$10.041.8%
Sells
Report date: 2023-12-31
TradeCurrent
SymbolShares%Total$ RangePrice%
KAVL.NASDAQ-1k-100.0-278.480-0$0.84456.7%
LOGI.NASDAQ-14.00-100.0-1.1k68-95--
Adds
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BCOW.NASDAQ1.5k5.511.5k7-8$10.0450.1%
Report date: 2024-03-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BCOW.NASDAQ27.4k1,777.4202.8k7-8$10.0449.9%

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