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Parkworth Wealth Management’s Salesforce CRM Stock Holding History

Parkworth 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 		$6K Buy
22
+15
+214% +$4.09K ﹤0.01% 161
2025
Q1 		$1.88K Sell
7
-1
-13% -$268 ﹤0.01% 186
2024
Q4 		$2.34K Buy
+8
New +$2.34K ﹤0.01% 182