PWM
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Prentice Wealth Management’s Financial Institutions FISI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,602
Closed -$49K 172
2021
Q3
$49K Hold
1,602
0.02% 175
2021
Q2
$48K Buy
+1,602
New +$48K 0.02% 182