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CM Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

CM Wealth Advisors’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,084
Closed -$728K – 355
2023
Q1 		$728K Buy
+16,084
New +$728K 0.14% 204