AWM
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Accurate Wealth Management’s Thomson Reuters TRI Stock Holding History

Accurate Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$18.1K – 1352
2022
Q4 		$18.1K Buy
+150
New +$18.1K 0.01% 711