OWM
CSR

Orgel Wealth Management’s Centerspace CSR Stock Holding History

Orgel Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,385
Closed -$310K – 54
2020
Q2 		$310K Buy
+4,385
New +$310K 0.12% 35