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CM Wealth Advisors’s i3 Verticals IIIV Stock Holding History

CM Wealth Advisors’s Portfolio IIIV Stock Details IIIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,655
Closed -$617K – 294
2023
Q1 		$617K Buy
+26,655
New +$617K 0.12% 226