HWP
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Heritage Wealth Partners’s Salesforce CRM Stock Holding History

Heritage Wealth Partners’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
Q3 		– Sell
-933
Closed -$240K – 68
2024
Q2 		$240K Buy
+933
New +$240K 0.35% 50