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LifeSteps Financial’s Salesforce CRM Stock Holding History

LifeSteps Financial’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-253
Closed -$76.2K – 147
2024
Q1 		$76.2K Buy
+253
New +$76.2K 0.06% 123