AWM
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Able Wealth Management’s Banc of California BANC Stock Holding History

Able Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-361
Closed -$4.85K – 136
2023
Q4 		$4.85K Buy
+361
New +$4.85K ﹤0.01% 349