CWA
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Cura Wealth Advisors’s Salesforce CRM Stock Holding History

Cura Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$272K Hold
998
– – 0.11% 76
2025
Q1 		$268K Hold
998
– – 0.11% 81
2024
Q4 		$334K Buy
+998
New +$334K 0.15% 66