PWAM
FDS icon

Private Wealth Asset Management’s Factset FDS Stock Holding History

Private Wealth Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$35.4K Sell
79
-245
-76% -$110K ﹤0.01% 449
2025
Q1 		$147K Buy
+324
New +$147K 0.02% 265