CWA
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CM Wealth Advisors’s Vail Resorts MTN Stock Holding History

CM Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,130
Closed -$971K – 329
2023
Q1 		$971K Buy
+4,130
New +$971K 0.19% 165