Alterna Wealth Management’s Salesforce CRM Stock Holding History

Alterna Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$233K	Buy
2024 Q2	–	Sell
2024 Q1	$210K	Buy
2022 Q1	–	Sell
2021 Q4	$271K	Buy
2019 Q1	–	Sell
2018 Q4	$535K	Buy