Simplicity Wealth’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-22,060	Closed	-$358K	–	1036
2024 Q2	$358K	Sell	22,060 -423	-2%	-$6.87K	0.01%	888
2024 Q1	$318K	Buy	+22,483	New	+$318K	0.01%	894