IWM
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IMG Wealth Management’s Salesforce CRM Stock Holding History

IMG Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.5K Buy
57
+55
+2,750% +$15K 0.01% 219
2025
Q1 		$537 Hold
2
– – ﹤0.01% 282
2024
Q4 		$669 Buy
+2
New +$669 ﹤0.01% 244