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CM Wealth Advisors’s WaFd WAFD Stock Holding History

CM Wealth Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,222
Closed -$643K – 427
2023
Q1 		$643K Buy
+23,222
New +$643K 0.12% 220