IAG
CRM icon

Investmark Advisory Group’s Salesforce CRM Stock Holding History

Investmark Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-223
Closed -$56K – 137
2021
Q4 		$56K Buy
+223
New +$56K 0.05% 156