HB Wealth Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,223	Closed	-$175K	–	736
2023 Q1	$175K	Buy	+10,223	New	+$175K	﹤0.01%	683