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MFA Wealth Services’s Salesforce CRM Stock Holding History

MFA Wealth Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
+734
New +$200K 0.15% 112
2025
Q1 		– Sell
-651
Closed -$217K – 108
2024
Q4 		$217K Buy
+651
New +$217K 0.17% 103