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PFG Private Wealth Management’s Salesforce CRM Stock Holding History

PFG Private 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 		– Sell
-3
Closed -$675 – 94
2025
Q1 		$675 Buy
+3
New +$675 ﹤0.01% 246
2023
Q4 		– Sell
-395
Closed -$80.1K – 246
2023
Q3 		$80.1K Buy
+395
New +$80.1K 0.06% 72