Catamount Wealth Management’s Salesforce CRM Stock Holding History

Catamount 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
2019 Q1	$2.11M	Buy
2018 Q4	–	Sell
2018 Q3	$5.56M	Buy
2018 Q2	$4.75M	Buy
2018 Q1	$3.29M	Buy
2017 Q4	$2.89M	Buy
2017 Q3	$2.3M	Sell
2017 Q2	$2.2M	Buy