Summit Wealth & Retirement Planning’s Mama's Creations MAMA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio MAMA Stock Details MAMA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$46K	Sell
2022 Q4	$71.1K	Hold
2022 Q3	$43K	Hold
2022 Q2	$55K	Hold
2022 Q1	$66K	Hold
2021 Q4	$80K	Sell
2021 Q3	$99K	Buy