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NEIRG Wealth Management’s Salesforce CRM Stock Holding History

NEIRG 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
-1,017
Closed -$216K – 138
2022
Q1 		$216K Buy
1,017
+201
+25% +$42.7K 0.04% 126
2021
Q4 		$207K Buy
+816
New +$207K 0.04% 121