CWM
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Catamount Wealth Management’s Broadridge BR Stock Holding History

Catamount Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$7K – 177
2017
Q1 		$7K Hold
100
– – ﹤0.01% 145
2016
Q4 		$7K Hold
100
– – 0.01% 125
2016
Q3 		$7K Hold
100
– – 0.01% 119
2016
Q2 		$7K Buy
+100
New +$7K 0.01% 104