KPW
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Kore Private Wealth’s Compass COMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-126,130
Closed -$1.15M 321
2021
Q4
$1.15M Sell
126,130
-423,870
-77% -$3.85M 0.14% 112
2021
Q3
$7.29M Buy
+550,000
New +$7.29M 0.77% 28