MWM
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Madison Wealth Management’s Primerica PRI Stock Holding History

Madison Wealth Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,120
Closed -$668K – 140
2019
Q4 		$668K Buy
+5,120
New +$668K 0.19% 87