BFWM
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Bright Futures Wealth Management’s Salesforce CRM Stock Holding History

Bright Futures Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,530
Closed -$750K – 147
2024
Q3 		$750K Sell
2,530
-128
-5% -$37.9K 0.36% 90
2024
Q2 		$648K Buy
2,658
+735
+38% +$179K 0.35% 84
2024
Q1 		$486K Buy
+1,923
New +$486K 0.26% 106