EWP
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Engrave Wealth Partners’s Salesforce CRM Stock Holding History

Engrave Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-345
Closed -$64K – 135
2020
Q2 		$64K Buy
345
+107
+45% +$19.8K 0.06% 94
2020
Q1 		$34K Buy
238
+36
+18% +$5.14K 0.04% 118
2019
Q4 		$32K Buy
+202
New +$32K 0.03% 167