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Summit Financial Wealth Advisors’s Salesforce CRM Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,085
Closed -$230K – 138
2022
Q1 		$230K Buy
+1,085
New +$230K 0.05% 115