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Pathway Financial Advisers’s Salesforce CRM Stock Holding History

Pathway Financial Advisers’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,424
Closed -$189K – 505
2022
Q4 		$189K Buy
+1,424
New +$189K 0.08% 164