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CM Wealth Advisors’s Spire SR Stock Holding History

CM Wealth Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,126
Closed -$414K – 389
2023
Q1 		$414K Buy
+6,126
New +$414K 0.08% 279