Milestone Wealth’s Salesforce CRM Stock Holding History

Milestone Wealth’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$84K	Hold
2022 Q2	$97K	Sell
2022 Q1	$161K	Hold
2021 Q4	$161K	Buy