TCPG
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Trivant Custom Portfolio Group’s Factset FDS Stock Holding History

Trivant Custom Portfolio Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-222
Closed -$92.2K – 209
2023
Q1 		$92.2K Buy
+222
New +$92.2K 0.07% 76