Portfolio (Quarterly)
Guide ↗
Impact Partnership Wealth, LLC
· CIK 0001984555| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | KNDI | KANDI TECHNOLOGIES GROUP INC | Consumer Cyclical | 25,737.0 | $22K | 0.00% | — | — | $0.84 | -19.4% |
| 362 | CRDL | CARDIOL THERAPEUTICS INC | Healthcare | 10,850.0 | $15K | 0.00% | — | — | $1.35 | -21.5% |
| 363 | — | CANOPY GROWTH CORPORATION | — | 14,000.0 | $13K | 0.00% | — | — | $0.95 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
48.1%
Technology
20.2%
Healthcare
6.4%
Consumer Cyclical
5.1%
Energy
5.1%
Industrials
4.4%
Communication Services
3.5%
Consumer Defensive
3.4%
Basic Materials
1.5%
Real Estate
1.5%