MWM
FDS icon

Madison Wealth Management’s Factset FDS Stock Holding History

Madison Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,468
Closed -$394K – 122
2019
Q4 		$394K Buy
+1,468
New +$394K 0.11% 107