KWP
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Keystone Wealth Partners’s Visa V Stock Holding History

Keystone Wealth Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,059
Closed -$229K – 32
2021
Q4 		$229K Buy
+1,059
New +$229K 0.1% 30