Centric Wealth Management’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Centric Wealth Management’s Portfolio MGMT Stock Details MGMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$389K	Sell
2023 Q4	$387K	Buy