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Mindset Wealth Management’s Salesforce CRM Stock Holding History

Mindset 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 		$368K Sell
1,350
-106
-7% -$28.9K 0.12% 91
2025
Q1 		$391K Buy
1,456
+195
+15% +$52.3K 0.15% 83
2024
Q4 		$422K Buy
1,261
+12
+1% +$4.01K 0.15% 75
2024
Q3 		$342K Buy
+1,249
New +$342K 0.14% 84