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CM Wealth Advisors’s Tesla TSLA Stock Holding History

CM Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-995
Closed -$265K – 165
2023
Q2 		$265K Buy
+995
New +$265K 0.09% 121