Minot Wealth Management’s Salesforce CRM Stock Holding History

Minot Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$349K	Sell
2022 Q1	$633K	Sell
2021 Q4	$3.63M	Buy
2021 Q3	$3.85M	Buy
2021 Q2	$3.3M	Sell
2021 Q1	$3.25M	Sell
2020 Q4	$4.04M	Buy
2020 Q3	$3.75M	Buy
2020 Q2	$2.42M	Buy