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Foguth Wealth Management’s Salesforce CRM Stock Holding History

Foguth Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-872
Closed -$224K – 140
2024
Q2 		$224K Sell
872
-3,015
-78% -$775K 0.1% 124
2024
Q1 		$1.17M Buy
+3,887
New +$1.17M 0.63% 38