AWM
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Accurate Wealth Management’s 1st Source SRCE Stock Holding History

Accurate Wealth Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-47
Closed -$2.47K – 1275
2022
Q4 		$2.47K Buy
+47
New +$2.47K ﹤0.01% 1165