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E&G Advisors’s Salesforce CRM Stock Holding History

E&G Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-804
Closed -$220K – 218
2024
Q3 		$220K Buy
804
+10
+1% +$2.74K 0.06% 196
2024
Q2 		$204K Buy
794
+50
+7% +$12.9K 0.06% 199
2024
Q1 		$224K Buy
+744
New +$224K 0.07% 187