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Triad Wealth Partners’s Moelis & Co MC Stock Holding History

Triad Wealth Partners’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$1.76K – 552
2024
Q2 		$1.76K Buy
+31
New +$1.76K ﹤0.01% 783