LWM
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LongView Wealth Management’s Salesforce CRM Stock Holding History

LongView Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-858
Closed -$258K – 185
2024
Q1 		$258K Sell
858
-23
-3% -$6.93K 0.1% 153
2023
Q4 		$230K Buy
+881
New +$230K 0.1% 158