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Abound Wealth Management’s Polaris PII Stock Holding History

Abound Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-99
Closed -$9.36K – 1378
2023
Q4 		$9.36K Buy
+99
New +$9.36K ﹤0.01% 380