WKWM
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Walter & Keenan Wealth Management’s Salesforce CRM Stock Holding History

Walter & Keenan Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,086
Closed -$1.35M – 154
2020
Q1 		$1.35M Buy
+1,086
New +$1.35M 0.54% 29