AWM
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Accurate Wealth Management’s Factset FDS Stock Holding History

Accurate Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,020
Closed -$2.56M – 449
2025
Q1 		$2.56M Buy
+6,020
New +$2.56M 0.49% 55
2023
Q1 		– Sell
-66
Closed -$27K – 656
2022
Q4 		$27K Buy
+66
New +$27K 0.01% 598