PWAM
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Private Wealth Asset Management’s Thomson Reuters TRI Stock Holding History

Private Wealth Asset Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$115K Hold
573
– – 0.02% 297
2025
Q1 		$99K Buy
+573
New +$99K 0.01% 300