CWA
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CM Wealth Advisors’s BlackLine BL Stock Holding History

CM Wealth Advisors’s Portfolio BL Stock Details BL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,498
Closed -$853K – 194
2023
Q1 		$853K Buy
+15,498
New +$853K 0.17% 187