CWA
PLYM

CM Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

CM Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-47,053
Closed -$925K – 361
2023
Q1 		$925K Buy
+47,053
New +$925K 0.18% 172