NWM
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Nova Wealth Management’s Salesforce CRM Stock Holding History

Nova 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 		$182K Buy
668
+32
+5% +$8.73K 0.13% 136
2025
Q1 		$171K Buy
636
+175
+38% +$47K 0.15% 127
2024
Q4 		$154K Buy
+461
New +$154K 0.13% 120