Private Wealth Management Group’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.67K	Hold
2025 Q2	$6.78K	Sell
2025 Q1	$7.57K	Hold
2024 Q4	$9.16K	Hold
2024 Q3	$12.2K	Hold
2024 Q2	$9.14K	Hold
2024 Q1	$9.74K	Hold
2023 Q4	$9.9K	Buy