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BBJS Financial Advisors’s Salesforce CRM Stock Holding History

BBJS Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,376
Closed -$1.24M – 133
2022
Q4 		$1.24M Buy
+9,376
New +$1.24M 0.56% 29