Iams Wealth Management’s Salesforce CRM Stock Holding History

Iams Wealth Management’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
2025 Q2	–	Sell
2025 Q1	$493K	Hold
2024 Q4	$614K	Sell
2024 Q3	$504K	Sell
2024 Q2	$576K	Buy