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Moneta Group Investment Advisors’s Workiva WK Stock Holding History

Moneta Group Investment Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,976
Closed -$220K – 476
2021
Q2 		$220K Buy
+1,976
New +$220K 0.01% 420