FPW
CRM icon

Fairvoy Private Wealth’s Salesforce CRM Stock Holding History

Fairvoy Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$397K Sell
1,458
-45
-3% -$12.3K 0.1% 128
2025
Q1 		$403K Sell
1,503
-1,440
-49% -$386K 0.11% 128
2024
Q4 		$984K Buy
+2,943
New +$984K 0.26% 74