Oxford Wealth Group’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.05M	Sell	3,149 -130	-4%	-$43.5K	0.68%	33
2024 Q3	$898K	Sell	3,279 -1,040	-24%	-$285K	0.73%	38
2024 Q2	$1.11M	Buy	4,319 +1,605	+59%	+$413K	0.76%	35
2024 Q1	$817K	Buy	+2,714	New	+$817K	0.74%	35