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Marshall Financial Group (Maryland)’s Salesforce CRM Stock Holding History

Marshall Financial Group (Maryland)’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
-861
Closed -$259K – 175
2024
Q1 		$259K Buy
+861
New +$259K 0.07% 154