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Planned Solutions’s Salesforce CRM Stock Holding History

Planned Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed -$7K – 133
2020
Q4 		$7K Hold
30
– – 0.01% 346
2020
Q3 		$8K Buy
+30
New +$8K 0.01% 264