National Wealth Management Group’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-969	Closed	-$462K	–	139
2023 Q4	$462K	Sell	969 -63	-6%	-$30.1K	0.45%	65
2023 Q3	$451K	Buy	+1,032	New	+$451K	0.49%	64