ICA Group Wealth Management’s Salesforce CRM Stock Holding History

ICA Group Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$31.4K	Sell
2024 Q1	$425K	Buy
2023 Q4	$267K	Buy
2023 Q3	–	Sell
2023 Q2	$192K	Sell
2023 Q1	$349K	Sell
2022 Q4	$242K	Buy
2022 Q3	$241K	Buy
2022 Q2	$298K	Hold
2022 Q1	$297K	Buy