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CM Wealth Advisors’s Sprout Social SPT Stock Holding History

CM Wealth Advisors’s Portfolio SPT Stock Details SPT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,560
Closed -$1.05M – 387
2023
Q1 		$1.05M Buy
+20,560
New +$1.05M 0.2% 151