PWM
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Patriot Wealth Management’s Salesforce CRM Stock Holding History

Patriot Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$5.22M Buy
+38,116
New +$5.22M 0.76% 48