DWM
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Destination Wealth Management’s Flex FLEX Stock Holding History

Destination Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-43,492
Closed -$371K – 153
2015
Q2 		$371K Buy
+43,492
New +$371K 0.02% 188