MWA
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Monograph Wealth Advisors’s Comerica CMA Stock Holding History

Monograph Wealth Advisors’s Portfolio CMA Stock Details CMA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$557K – 126
2024
Q1 		$557K Buy
+10,000
New +$557K 0.08% 90