AWM
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Able Wealth Management’s Zillow Z Stock Holding History

Able Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-82
Closed -$4.75K – 593
2023
Q4 		$4.75K Buy
+82
New +$4.75K ﹤0.01% 351