Private Wealth Management Group’s CS Disco LAW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-423	Closed	-$3.44K	–	1563
2024 Q1	$3.44K	Hold	423	–	–	﹤0.01%	763
2023 Q4	$3.21K	Buy	+423	New	+$3.21K	﹤0.01%	775