MWM
Midwest Wealth Management’s OrthoPediatrics KIDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.05M | Hold |
19,461
| – | – | 0.64% | 75 |
|
|
2021
Q4 | $1.17M | Hold |
19,461
| – | – | 0.73% | 73 |
|
|
2021
Q3 | $1.28M | Sell |
19,461
-500
| -3% | -$32.8K | 0.88% | 60 |
|
|
2021
Q2 | $1.26M | Hold |
19,961
| – | – | 0.9% | 50 |
|
|
2021
Q1 | $973K | Hold |
19,961
| – | – | 0.79% | 60 |
|
|
2020
Q4 | $823K | Buy |
+19,961
| New | +$823K | 0.75% | 60 |
|