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Surience Private Wealth’s Salesforce CRM Stock Holding History

Surience Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17,155
Closed -$4.36M – 24
2021
Q4 		$4.36M Buy
+17,155
New +$4.36M 3.55% 14