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Schneider Downs Wealth Management Advisors’s Salesforce CRM Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-761
Closed -$206K – 155
2021
Q3 		$206K Buy
+761
New +$206K 0.05% 140