Morton Brown Family Wealth’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4
Closed -$1.66K 224
2023
Q1
$1.66K Buy
+4
New +$1.66K ﹤0.01% 215