HWM
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HB Wealth Management’s Thomson Reuters TRI Stock Holding History

HB Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Buy
1,598
+159
+11% +$32K ﹤0.01% 896
2025
Q1 		$249K Buy
+1,439
New +$249K ﹤0.01% 1023