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Essential Planning’s Avis CAR Stock Holding History

Essential Planning’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,290
Closed -$391K – 104
2024
Q4 		$391K Buy
+4,290
New +$391K ﹤0.01% 284