PWM
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Prentice Wealth Management’s Factset FDS Stock Holding History

Prentice Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-62
Closed -$24K – 169
2021
Q3 		$24K Hold
62
– – 0.01% 208
2021
Q2 		$21K Hold
62
– – 0.01% 210
2021
Q1 		$19K Buy
+62
New +$19K 0.01% 214