GFWA
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Grey Fox Wealth Advisors’s Salesforce CRM Stock Holding History

Grey Fox Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-61
Closed -$12.2K – 187
2023
Q1 		$12.2K Buy
61
+16
+36% +$3.2K 0.01% 296
2022
Q4 		$5.97K Buy
+45
New +$5.97K ﹤0.01% 307