Wealth Cmt Closed Holding Positions

Wealth Cmt

  • $66.2 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 17, 2020
2,972
$22.29 - $38.7 $66.2K - $115K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
7,681
$29.7 - $55.41 $228K - $426K
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