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Inspirion Wealth Advisors’s Salesforce CRM Stock Holding History

Inspirion Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,131
Closed -$229K – 141
2023
Q3 		$229K Hold
1,131
– – 0.04% 128
2023
Q2 		$239K Sell
1,131
-23
-2% -$4.86K 0.05% 127
2023
Q1 		$231K Buy
+1,154
New +$231K 0.05% 126