Private Wealth Management Group’s Factset FDS Stock Holding History

Private Wealth Management Group’s Portfolio FDS Stock Details FDS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.73K	Buy
2024 Q2	–	Sell
2024 Q1	$3.64K	Hold
2023 Q4	$3.82K	Buy