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Legacy Wealth Management (Mississippi)’s Salesforce CRM Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-850
Closed -$228K – 97
2025
Q1 		$228K Buy
+850
New +$228K 0.07% 92
2024
Q4 		– Sell
-767
Closed -$210K – 93
2024
Q3 		$210K Buy
+767
New +$210K 0.08% 94