MAM
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Morse Asset Management’s XP XP Stock Holding History

Morse Asset Management’s Portfolio XP Stock Details XP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,775
Closed -$533K – 165
2024
Q1 		$533K Buy
20,775
+6,975
+51% +$179K 0.14% 106
2023
Q4 		$360K Buy
+13,800
New +$360K 0.11% 116