DWM
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Dynasty Wealth Management’s Workiva WK Stock Holding History

Dynasty Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,890
Closed -$284K – 267
2024
Q2 		$284K Buy
3,890
+1,220
+46% +$89K 0.01% 217
2024
Q1 		$226K Buy
+2,670
New +$226K 0.01% 243