Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Salesforce CRM Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$2.03K – 125
2023
Q3 		$2.03K Buy
+10
New +$2.03K ﹤0.01% 466