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CM Wealth Advisors’s Carriage Services CSV Stock Holding History

CM Wealth Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,986
Closed -$303K – 229
2023
Q1 		$303K Buy
+10,986
New +$303K 0.06% 315