Fiduciary Planning’s Salesforce CRM Stock Holding History

Fiduciary Planning’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
2022 Q1	–	Sell
2021 Q4	$326K	Sell
2021 Q3	$394K	Sell
2021 Q2	$523K	Sell
2021 Q1	$1.62M	Buy
2020 Q4	$1.49M	Buy
2020 Q3	$5K	Buy