PWM
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PRW Wealth Management’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History

PRW Wealth Management’s Portfolio XITK Stock Details XITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,837
Closed -$415K – 296
2021
Q2 		$415K Buy
+1,837
New +$415K 0.12% 174