MWM
CMBT

Moran Wealth Management’s CMB.TECH NV CMBT Stock Holding History

Moran Wealth Management’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,211
Closed -$220K – 438
2024
Q1 		$220K Buy
13,211
+725
+6% +$12.1K 0.01% 399
2023
Q4 		$220K Buy
12,486
+492
+4% +$8.65K 0.01% 399
2023
Q3 		$197K Buy
11,994
+1,260
+12% +$20.7K 0.01% 354
2023
Q2 		$163K Buy
+10,734
New +$163K 0.01% 371