AWM
CSR

Abound Wealth Management’s Centerspace CSR Stock Holding History

Abound Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$177 Hold
2025
Q2 		$181 Hold
2025
Q1 		$195 Hold
2024
Q4 		$199 Hold
2024
Q3 		$212 Sell
2024
Q2 		$474 Hold
2024
Q1 		$400 Hold
2023
Q4 		$408 Hold
2023
Q3 		$422 Hold
2023
Q2 		$430 Buy