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Measured Wealth Private Client Group’s Salesforce CRM Stock Holding History

Measured Wealth Private Client Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$14K – 226
2018
Q3 		$14K Buy
+85
New +$14K 0.01% 572