BWM
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BKM Wealth Management’s Orion OEC Stock Holding History

BKM Wealth Management’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$13.9K – 430
2023
Q4 		$13.9K Buy
+500
New +$13.9K 0.01% 429