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Defined Wealth Management’s Thomson Reuters TRI Stock Holding History

Defined Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-570
Closed -$47K – 188
2020
Q4 		$47K Buy
+570
New +$47K 0.05% 139