CWM
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Cabot Wealth Management’s Trex TREX Stock Holding History

Cabot Wealth Management’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-122,988
Closed -$1.17M – 148
2015
Q4 		$1.17M Buy
+122,988
New +$1.17M 0.3% 90