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Kathleen S. Wright Associates’s Polaris PII Stock Holding History

Kathleen S. Wright Associates’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-129
Closed -$10.7K – 291
2024
Q3 		$10.7K Buy
+129
New +$10.7K ﹤0.01% 248