LJI Wealth Management’s Salesforce CRM Stock Holding History

LJI Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Buy
2025 Q1	$464K	Buy
2024 Q4	$542K	Buy
2024 Q3	$437K	Sell
2024 Q2	$414K	Buy
2024 Q1	–	Sell
2023 Q4	$398K	Sell
2023 Q3	$318K	Buy
2023 Q2	$277K	Hold
2023 Q1	$262K	Sell
2022 Q4	$217K	Buy