EWA
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EP Wealth Advisors’s Pangaea Logistics PANL Stock Holding History

EP Wealth Advisors’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,072
Closed -$54K – 1349
2024
Q4 		$54K Buy
+10,072
New +$54K ﹤0.01% 1224