AFWM
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Abich Financial Wealth Management’s Salesforce CRM Stock Holding History

Abich Financial Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$7.2K – 474
2024
Q2 		$7.2K Buy
28
+2
+8% +$514 ﹤0.01% 300
2024
Q1 		$7.83K Buy
26
+8
+44% +$2.41K 0.01% 238
2023
Q4 		$4.74K Buy
+18
New +$4.74K ﹤0.01% 258