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Atlantic Private Wealth’s Salesforce CRM Stock Holding History

Atlantic Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.3K Hold
100
– – 0.02% 135
2025
Q1 		$26.8K Sell
100
-2
-2% -$537 0.02% 142
2024
Q4 		$34.1K Buy
102
+2
+2% +$669 0.03% 109
2024
Q3 		$27.4K Buy
+100
New +$27.4K 0.02% 113