CWA
CM Wealth Advisors’s Bio-Techne TECH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,036
| Closed | -$313K | – | 168 |
|
|
2024
Q1 | $313K | Buy |
+4,036
| New | +$313K | 0.09% | 130 |
|
|
2023
Q3 | – | Sell |
-5,365
| Closed | -$450K | – | 162 |
|
|
2023
Q2 | $450K | Sell |
5,365
-30,117
| -85% | -$2.52M | 0.15% | 72 |
|
|
2023
Q1 | $2.78M | Buy |
+35,482
| New | +$2.78M | 0.54% | 26 |
|