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Tobias Financial Advisors’s Salesforce CRM Stock Holding History

Tobias Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-150
Closed -$24K – 97
2019
Q4 		$24K Buy
+150
New +$24K 0.02% 129