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Concentric Wealth Management’s Salesforce CRM Stock Holding History

Concentric Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,039
Closed -$267K – 134
2024
Q2 		$267K Buy
+1,039
New +$267K 0.07% 117