BWM
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BKM Wealth Management’s Unity U Stock Holding History

BKM Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-175
Closed -$7.16K – 531
2023
Q4 		$7.16K Buy
+175
New +$7.16K ﹤0.01% 485