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Legend Financial Advisors’s Salesforce CRM Stock Holding History

Legend Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-103
Closed -$13.7K – 233
2022
Q4 		$13.7K Hold
103
– – 0.01% 141
2022
Q3 		$14.8K Buy
+103
New +$14.8K 0.01% 115