CWM
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Circle Wealth Management’s SentinelOne S Stock Holding History

Circle Wealth Management’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-19,220
Closed -$970K – 199
2021
Q4 		$970K Buy
+19,220
New +$970K 0.13% 67