KMWM
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Keudell/Morrison Wealth Management’s Regions Financial RF Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,656
Closed -$188K – 169
2020
Q4 		$188K Buy
11,656
+140
+1% +$2.26K 0.12% 153
2020
Q3 		$133K Sell
11,516
-305
-3% -$3.52K 0.09% 142
2020
Q2 		$131K Buy
+11,821
New +$131K 0.11% 136