KMWM
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Keudell/Morrison Wealth Management’s Wrap Technologies WRAP Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,200
Closed -$24.3K – 197
2023
Q3 		$24.3K Hold
16,200
– – 0.01% 179
2023
Q2 		$23.7K Hold
16,200
– – 0.01% 186
2023
Q1 		$27.9K Hold
16,200
– – 0.01% 183
2022
Q4 		$27.4K Buy
+16,200
New +$27.4K 0.01% 183