CM Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,387	Closed	-$206K	–	141
2024 Q1	$206K	Buy	+3,387	New	+$206K	0.06%	179
2023 Q2	–	Sell	-19,184	Closed	-$1.04M	–	334
2023 Q1	$1.04M	Buy	+19,184	New	+$1.04M	0.2%	155