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CM Wealth Advisors’s PROS Holdings PRO Stock Holding History

CM Wealth Advisors’s Portfolio PRO Stock Details PRO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,980
Closed -$459K – 364
2023
Q1 		$459K Buy
+15,980
New +$459K 0.09% 270