CWA
CM Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,008
| Closed | -$475K | – | 140 |
|
|
2024
Q1 | $475K | Buy |
+1,008
| New | +$475K | 0.14% | 82 |
|
|
2023
Q3 | – | Sell |
-681
| Closed | -$375K | – | 138 |
|
|
2023
Q2 | $375K | Sell |
681
-2,883
| -81% | -$1.59M | 0.12% | 88 |
|
|
2023
Q1 | $1.63M | Buy |
+3,564
| New | +$1.63M | 0.32% | 70 |
|