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Marietta Wealth Management’s Polaris PII Stock Holding History

Marietta Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,737
Closed -$253K – 110
2020
Q2 		$253K Buy
+2,737
New +$253K 0.09% 106