MWM
Moran Wealth Management’s Americold COLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-66,319
| Closed | -$2.14M | – | 377 |
|
|
2023
Q2 | $2.14M | Sell |
66,319
-17,203
| -21% | -$556K | 0.08% | 218 |
|
|
2023
Q1 | $2.38M | Buy |
83,522
+13,830
| +20% | +$393K | 0.09% | 210 |
|
|
2022
Q4 | $1.97M | Buy |
+69,692
| New | +$1.97M | 0.07% | 214 |
|