AWM
DNB

Angeles Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Angeles Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,216
Closed -$154K – 218
2022
Q2 		$154K Sell
10,216
-3,389
-25% -$51.1K 0.03% 167
2022
Q1 		$238K Buy
+13,605
New +$238K 0.05% 151