SWA
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Sax Wealth Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,683
Closed -$187K 176
2022
Q1
$187K Buy
+10,683
New +$187K 0.05% 169