Private 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 Q2	–	Sell	-8	Closed	-$3.64K	–	1543
2024 Q1	$3.64K	Hold	8	–	–	﹤0.01%	738
2023 Q4	$3.82K	Buy	+8	New	+$3.82K	﹤0.01%	720