BWM
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Biltmore Wealth Management’s Salesforce CRM Stock Holding History

Biltmore Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-743
Closed -$202K – 53
2021
Q3 		$202K Buy
+743
New +$202K 0.08% 51