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CM Wealth Advisors’s Red Violet RDVT Stock Holding History

CM Wealth Advisors’s Portfolio RDVT Stock Details RDVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,510
Closed -$265K – 373
2023
Q1 		$265K Buy
+16,510
New +$265K 0.05% 334