CWM
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Circle Wealth Management’s FormFactor FORM Stock Holding History

Circle Wealth Management’s Portfolio FORM Stock Details FORM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,810
Closed -$203K – 202
2019
Q4 		$203K Buy
+7,810
New +$203K 0.04% 178