BWM
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BKM Wealth Management’s Polaris PII Stock Holding History

BKM Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-330
Closed -$31.3K – 452
2023
Q4 		$31.3K Buy
+330
New +$31.3K 0.01% 315