MW
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Milestone Wealth’s Salesforce CRM Stock Holding History

Milestone Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$84K Hold
588
– – 0.09% 81
2022
Q2 		$97K Sell
588
-45
-7% -$7.42K 0.1% 80
2022
Q1 		$161K Hold
633
– – 0.13% 64
2021
Q4 		$161K Buy
+633
New +$161K 0.13% 64