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CM Wealth Advisors’s UNIFI UFI Stock Holding History

CM Wealth Advisors’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-199,680
Closed -$1.7M – 413
2023
Q1 		$1.7M Buy
+199,680
New +$1.7M 0.33% 67