MWPCG
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Measured Wealth Private Client Group’s Cactus WHD Stock Holding History

Measured Wealth Private Client Group’s Portfolio WHD Stock Details WHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,753
Closed -$206K – 144
2020
Q3 		$206K Sell
10,753
-1,228
-10% -$23.5K 0.1% 129
2020
Q2 		$247K Buy
+11,981
New +$247K 0.14% 92