BWM
BKM Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,071
| Closed | -$952K | – | 162 |
|
|
2024
Q3 | $952K | Buy |
2,071
+61
| +3% | +$28.1K | 0.39% | 69 |
|
|
2024
Q2 | $821K | Sell |
2,010
-836
| -29% | -$341K | 0.39% | 77 |
|
|
2024
Q1 | $1.29M | Buy |
2,846
+386
| +16% | +$175K | 0.56% | 58 |
|
|
2023
Q4 | $1.17M | Buy |
+2,460
| New | +$1.17M | 0.5% | 56 |
|