DWM
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Destination Wealth Management’s Research Frontiers REFR Stock Holding History

Destination Wealth Management’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$137K Sell
84,703
-80,000
-49% -$130K ﹤0.01% 251
2025
Q1 		$186K Buy
+164,703
New +$186K 0.01% 235