IWM
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Inlight Wealth Management’s Salesforce CRM Stock Holding History

Inlight Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$818 Hold
3
– – ﹤0.01% 233
2025
Q1 		$805 Buy
+3
New +$805 ﹤0.01% 259