CWA
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CM Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

CM Wealth Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,148
Closed -$1.36M – 424
2023
Q1 		$1.36M Buy
+7,148
New +$1.36M 0.26% 99