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Ratio Wealth Group’s Salesforce CRM Stock Holding History

Ratio Wealth Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-889
Closed -$226K – 59
2021
Q4 		$226K Hold
889
– – 0.07% 50
2021
Q3 		$241K Buy
+889
New +$241K 0.08% 51