HP
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Haven Private’s ePlus PLUS Stock Holding History

Haven Private’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,513
Closed -$555K – 144
2024
Q4 		$555K Buy
+7,513
New +$555K 0.31% 81