MWM
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Moran Wealth Management’s PDF Solutions PDFS Stock Holding History

Moran Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,913
Closed -$267K – 407
2023
Q2 		$267K Buy
+5,913
New +$267K 0.01% 360