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EP Wealth Advisors’s ASE Group ASX Stock Holding History

EP Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,077
Closed -$79K – 546
2021
Q3 		$79K Buy
+10,077
New +$79K ﹤0.01% 523