CWA
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CM Wealth Advisors’s STAG Industrial STAG Stock Holding History

CM Wealth Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,198
Closed -$703K – 392
2023
Q1 		$703K Buy
+21,198
New +$703K 0.14% 207