PWA

Phoenix Wealth Advisors’s Palantir PLTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26,920	Closed	-$490K	–	120
2021 Q4	$490K	Sell	26,920 -4,291	-14%	-$78.1K	0.37%	65
2021 Q3	$750K	Buy	31,211 +8,248	+36%	+$198K	0.56%	48
2021 Q2	$567K	Buy	+22,963	New	+$567K	0.41%	64