BWM
CRM icon

Brophy Wealth Management’s Salesforce CRM Stock Holding History

Brophy Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$1.29M Buy
+4,712
New +$1.29M 0.46% 46