MWPCG
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Measured Wealth Private Client Group’s Factset FDS Stock Holding History

Measured Wealth Private Client Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-469
Closed -$204K – 181
2022
Q1 		$204K Hold
469
– – 0.08% 168
2021
Q4 		$228K Buy
+469
New +$228K 0.08% 148