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Milestone Investment Advisors’s Salesforce CRM Stock Holding History

Milestone Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7
Closed -$1.4K – 190
2023
Q1 		$1.4K Buy
+7
New +$1.4K ﹤0.01% 415