FHWM
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Fox Hill Wealth Management’s Salesforce CRM Stock Holding History

Fox Hill Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-985
Closed -$297K – 134
2024
Q1 		$297K Buy
985
+38
+4% +$11.4K 0.2% 80
2023
Q4 		$249K Buy
+947
New +$249K 0.19% 86