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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-43,492
Closed -$371K – 153
2015
Q2 		$371K Buy
+43,492
New +$400K 0.02% 188

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