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Aquire Wealth Advisors’s Salesforce CRM Stock Holding History

Aquire Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7
Closed -$2K – 75
2021
Q4 		$2K Buy
+7
New +$2K ﹤0.01% 179