KIG
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Kowal Investment Group’s Salesforce CRM Stock Holding History

Kowal Investment Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$485K Buy
1,772
+936
+112% +$256K 0.09% 120
2024
Q2 		$215K Buy
+836
New +$215K 0.04% 170
2021
Q4 		– Sell
-498
Closed -$135K – 296
2021
Q3 		$135K Buy
+498
New +$135K 0.04% 126