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Private Wealth Asset Management’s Workiva WK Stock Holding History

Private Wealth Asset Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$281K Hold
4,100
– – 0.04% 205
2025
Q1 		$311K Buy
+4,100
New +$311K 0.04% 186