MWM
Moran Wealth Management’s SITE Centers SITC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-110,446
| Closed | -$1.46M | – | 420 |
|
|
2023
Q2 | $1.46M | Sell |
110,446
-29,290
| -21% | -$387K | 0.05% | 239 |
|
|
2023
Q1 | $1.72M | Buy |
139,736
+16,367
| +13% | +$201K | 0.06% | 230 |
|
|
2022
Q4 | $1.69M | Buy |
+123,369
| New | +$1.69M | 0.06% | 222 |
|