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Mowery & Schoenfeld Wealth Management’s Compass COMP Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.7K Hold
1,868
– – 0.02% 208
2025
Q1 		$16.3K Buy
+1,868
New +$16.3K 0.03% 220