MWM
CIK

Melfa Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Melfa Wealth Management’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$127K Hold
42,950
– – 0.08% 191
2025
Q1 		$125K Hold
42,950
– – 0.08% 187
2024
Q4 		$124K Hold
42,950
– – 0.08% 189
2024
Q3 		$133K Hold
42,950
– – 0.09% 187
2024
Q2 		$128K Buy
+42,950
New +$128K 0.09% 187