HWM
SFR

HighMark Wealth Management’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

HighMark Wealth Management’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-742
Closed -$120 – 608
2023
Q3 		$120 Hold
742
– – ﹤0.01% 554
2023
Q2 		$267 Buy
+742
New +$267 ﹤0.01% 537