WWM
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Whalen Wealth Management’s ATS Corp ATS Stock Holding History

Whalen Wealth Management’s Portfolio ATS Stock Details ATS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,927
Closed -$428K – 121
2023
Q4 		$428K Buy
+9,927
New +$428K 0.39% 66