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CM Wealth Advisors’s Orion OEC Stock Holding History

CM Wealth Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-47,608
Closed -$1.13M – 346
2023
Q1 		$1.13M Buy
+47,608
New +$1.13M 0.22% 129