Smallwood Wealth Investment Management, LLC's ownership history for PR

Smallwood Wealth Investment Management, LLC currently holds 950 shares with a market value of $20.3K. It started holding PR on 2025-03-31. At its peak, it held 2.2K shares on 2025-03-31. Its highest holding value was $30.1K on 2025-03-31. At its lowest, it held 950 shares on 2025-12-31, with a value of $13.3K on 2025-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 521. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 1.2K.