AWM
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Able Wealth Management’s Salesforce CRM Stock Holding History

Able Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-265
Closed -$69.7K – 172
2023
Q4 		$69.7K Buy
+265
New +$69.7K 0.06% 115