PWMG
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Provence Wealth Management Group’s Salesforce CRM Stock Holding History

Provence Wealth Management Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$632K Buy
2,403
+313
+15% +$82.4K 0.34% 64
2023
Q3 		$424K Buy
2,090
+45
+2% +$9.13K 0.26% 77
2023
Q2 		$432K Buy
2,045
+39
+2% +$8.24K 0.25% 75
2023
Q1 		$401K Buy
+2,006
New +$401K 0.27% 77