BW
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Balance Wealth’s Visa V Stock Holding History

Balance Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Buy
625
+44
+8% +$15.6K 0.13% 97
2025
Q1 		$204K Buy
+581
New +$204K 0.13% 107