NWAG
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Net Worth Advisory Group’s Salesforce CRM Stock Holding History

Net Worth Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,242
Closed -$340K – 393
2024
Q3 		$340K Buy
+1,242
New +$340K 0.1% 233