BWM
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Birchcreek Wealth Management’s Salesforce CRM Stock Holding History

Birchcreek Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-320
Closed -$71K – 147
2020
Q4 		$71K Buy
+320
New +$71K 0.07% 173