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Lloyd Advisory Services’s FinWise Bancorp FINW Stock Holding History

Lloyd Advisory Services’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,695
Closed -$136K – 213
2023
Q3 		$136K Buy
+15,695
New +$136K 0.04% 248