IIA
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ICW Investment Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-873
Closed -$222K 134
2021
Q4
$222K Buy
873
+3
+0.3% +$763 0.12% 130
2021
Q3
$236K Buy
+870
New +$236K 0.15% 128