JFA
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Johanson Financial Advisors’s Salesforce CRM Stock Holding History

Johanson Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-116,938
Closed -$719K – 123
2019
Q4 		$719K Buy
+116,938
New +$719K 0.03% 165