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Shelton Wealth Management’s Salesforce CRM Stock Holding History

Shelton Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,181
Closed -$300K – 72
2021
Q4 		$300K Buy
+1,181
New +$300K 0.24% 52