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CM Wealth Advisors’s Watsco WSO Stock Holding History

CM Wealth Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,416
Closed -$1.16M – 435
2023
Q1 		$1.16M Buy
+3,416
New +$1.16M 0.22% 125