JWM
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JFG Wealth Management’s Salesforce CRM Stock Holding History

JFG Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,300
Closed -$327K – 54
2020
Q3 		$327K Buy
+1,300
New +$327K 0.23% 25