LWM
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LBA Wealth Management’s Flex FLEX Stock Holding History

LBA Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed -$12K – 461
2016
Q2 		$12K Hold
1,000
– – 0.01% 295
2016
Q1 		$12K Buy
+1,000
New +$12K 0.01% 286