MWM
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MFG Wealth Management’s Salesforce CRM Stock Holding History

MFG Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,816
Closed -$1.56M – 56
2025
Q1 		$1.56M Sell
5,816
-491
-8% -$132K 1.49% 36
2024
Q4 		$2.11M Buy
+6,307
New +$2.11M 1.93% 26