PWMG
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Private Wealth Management Group’s Certara CERT Stock Holding History

Private Wealth Management Group’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-99
Closed -$1.16K – 1519
2024
Q3 		$1.16K Sell
99
-5
-5% -$59 ﹤0.01% 1234
2024
Q2 		$1.44K Buy
+104
New +$1.44K ﹤0.01% 1167