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Avid Wealth Partners’s Salesforce CRM Stock Holding History

Avid Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-898
Closed -$236K – 39
2023
Q4 		$236K Buy
+898
New +$236K 0.23% 25