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MKD Wealth Coaches’s Salesforce CRM Stock Holding History

MKD Wealth Coaches’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,214
Closed -$329K – 36
2021
Q3 		$329K Buy
+1,214
New +$329K 0.52% 13