PWS
CRM icon

Precision Wealth Strategies’s Salesforce CRM Stock Holding History

Precision Wealth Strategies’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,101
Closed -$332K – 110
2024
Q1 		$332K Sell
1,101
-326
-23% -$98.2K 0.31% 74
2023
Q4 		$376K Sell
1,427
-16
-1% -$4.21K 0.36% 50
2023
Q3 		$293K Buy
+1,443
New +$293K 0.32% 61