CAWM
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Capital A Wealth Management’s Salesforce CRM Stock Holding History

Capital A Wealth Management’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
Q1 		$29.5K Buy
110
+90
+450% +$24.2K 0.03% 190
2024
Q4 		$6.69K Buy
+20
New +$6.69K 0.01% 346