BWM
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BKM Wealth Management’s Gartner IT Stock Holding History

BKM Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-58
Closed -$26.2K – 361
2023
Q4 		$26.2K Buy
+58
New +$26.2K 0.01% 341