FWA
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Freedom Wealth Alliance’s Salesforce CRM Stock Holding History

Freedom Wealth Alliance’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-764
Closed -$101K – 141
2022
Q4 		$101K Buy
+764
New +$101K 0.14% 88