YWP
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YorkBridge Wealth Partners’s XP XP Stock Holding History

YorkBridge Wealth Partners’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,170
Closed -$306K – 296
2022
Q1 		$306K Buy
+10,170
New +$306K 0.07% 234