CWA
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CM Wealth Advisors’s Workiva WK Stock Holding History

CM Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,356
Closed -$503K – 432
2023
Q1 		$503K Buy
+5,356
New +$503K 0.1% 256