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Heritage Oak Wealth Advisors’s Salesforce CRM Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,180
Closed -$323K – 90
2024
Q3 		$323K Buy
+1,180
New +$323K 0.15% 103