BBPWM
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Blue Bell Private Wealth Management’s CoreCard CCRD Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$666 Hold
23
– – ﹤0.01% 694
2025
Q1 		$430 Buy
+23
New +$430 ﹤0.01% 701