CWA
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Core Wealth Advisors’s Factset FDS Stock Holding History

Core Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9
Closed -$2K – 141
2020
Q1 		$2K Buy
+9
New +$2K ﹤0.01% 130