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Heritage Financial Services’s Salesforce CRM Stock Holding History

Heritage Financial Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-544
Closed -$89K – 147
2022
Q2 		$89K Buy
+544
New +$89K 0.05% 119