KPCM
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Kings Point Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kings Point Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$210K Sell
2021
Q4 		$230K Buy