LWM
CRM icon

Loveless Wealth Management’s Salesforce CRM Stock Holding History

Loveless Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,040
Closed -$221K – 123
2022
Q1 		$221K Hold
1,040
– – 0.12% 126
2021
Q4 		$264K Buy
1,040
+48
+5% +$12.2K 0.14% 123
2021
Q3 		$269K Buy
+992
New +$269K 0.16% 116