BWM
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Bernard Wealth Management’s Citizens Financial Group CFG Stock Holding History

Bernard Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-69
Closed -$2.83K – 325
2025
Q1 		$2.83K Buy
+69
New +$2.83K ﹤0.01% 283