Adams Chetwood Wealth Management’s Salesforce CRM Stock Holding History

Adams Chetwood Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$821K	Hold
2021 Q4	$983K	Sell
2021 Q3	$1.07M	Sell
2021 Q2	$972K	Buy
2021 Q1	$796K	Buy
2020 Q4	$816K	Sell
2020 Q3	$1.07M	Buy
2020 Q2	$794K	Hold
2020 Q1	$745K	Hold
2019 Q4	$689K	Buy