ASFA
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All Season Financial Advisors’s Salesforce CRM Stock Holding History

All Season Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,813
Closed -$362K – 101
2023
Q1 		$362K Buy
+1,813
New +$362K 0.33% 79