FNWA
Financial Network Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
165
+11
| +7% | +$3K | 0.05% | 272 |
|
|
2025
Q1 | $41.3K | Buy |
154
+89
| +137% | +$23.9K | 0.05% | 268 |
|
|
2024
Q4 | $21.7K | Sell |
65
-144
| -69% | -$48.1K | 0.04% | 266 |
|
|
2024
Q3 | $57.2K | Sell |
209
-519
| -71% | -$142K | 0.05% | 268 |
|
|
2024
Q2 | $187K | Buy |
728
+56
| +8% | +$14.4K | 0.14% | 142 |
|
|
2024
Q1 | $202K | Buy |
+672
| New | +$202K | 0.2% | 121 |
|