Mowery & Schoenfeld Wealth Management’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.29K	Hold	48	–	–	0.01%	286
2025 Q1	$3.64K	Sell	48 -7	-13%	-$531	0.01%	350
2024 Q4	$4.25K	Buy	+55	New	+$4.25K	0.01%	323