DWA
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Delap Wealth Advisory’s AT&T T Stock Holding History

Delap Wealth Advisory’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27,939
Closed -$492K – 267
2024
Q1 		$492K Buy
+27,939
New +$492K 0.2% 74