HWM
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HighMark Wealth Management’s FiscalNote NOTE Stock Holding History

HighMark Wealth Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-167
Closed -$7.28K – 578
2023
Q2 		$7.28K Buy
+167
New +$7.28K 0.01% 304