Enter Model Portfolio holdings by Shares or Dollars instead of % Weights
Under Consideration
These values would need to be tied to a specific date (could all be forced to same date?) for this to work.
These values would need to be tied to a specific date (could all be forced to same date?) for this to work.
I like this idea
Requested by Nate Blair at Palo Alto Wealth $3,600
Requested by Nate Blair at Palo Alto Wealth $3,600
Requested by Tony Kirkpatrick at Cetera (Part of $12,800 Herb Messick deal).
Requested by Tony Kirkpatrick at Cetera (Part of $12,800 Herb Messick deal).
Jim Estes - JE92211@hotmail.com - $3,840
Jim Estes - JE92211@hotmail.com - $3,840
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