MWM
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MorganRosel Wealth Management’s Salesforce CRM Stock Holding History

MorganRosel Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.55K Hold
24
– – ﹤0.01% 269
2025
Q1 		$6.44K Buy
+24
New +$6.44K ﹤0.01% 262