CWM
F icon

Castle Wealth Management’s Ford F Stock Holding History

Castle Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-586
Closed -$7K – 280
2022
Q3 		$7K Sell
586
-1,039
-64% -$12.4K ﹤0.01% 463
2022
Q2 		$18K Buy
+1,625
New +$18K 0.01% 327