LWM
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Lionsbridge Wealth Management’s Salesforce CRM Stock Holding History

Lionsbridge Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29
Closed -$4K – 83
2019
Q4 		$4K Buy
+29
New +$4K ﹤0.01% 148