CWA
XPER icon

CM Wealth Advisors’s Xperi XPER Stock Holding History

CM Wealth Advisors’s Portfolio XPER Stock Details XPER Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,589
Closed -$146K – 441
2023
Q1 		$146K Buy
+15,589
New +$146K 0.03% 387