Professional Planning’s Salesforce CRM Stock Holding History

Professional Planning’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.05M	Buy
2021 Q2	$923K	Sell
2021 Q1	$868K	Sell
2020 Q4	$942K	Buy
2020 Q3	–	Sell
2020 Q2	$728K	Buy