WCM
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WealthTrak Capital Management’s Factset FDS Stock Holding History

WealthTrak Capital Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448 Hold
1
– – ﹤0.01% 678
2025
Q1 		$455 Hold
1
– – ﹤0.01% 676
2024
Q4 		$481 Buy
+1
New +$481 ﹤0.01% 589