DWM
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Dynasty Wealth Management’s XP XP Stock Holding History

Dynasty Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,507
Closed -$244K – 278
2024
Q1 		$244K Buy
+9,507
New +$244K 0.01% 236