EWA
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Exencial Wealth Advisors’s CoreCard CCRD Stock Holding History

Exencial Wealth Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,690
Closed -$492K – 445
2021
Q4 		$492K Sell
12,690
-5,500
-30% -$213K 0.02% 314
2021
Q3 		$739K Buy
+18,190
New +$739K 0.03% 211