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RFG - Bristol Wealth Advisors’s Salesforce CRM Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$486K Sell
1,784
-307
-15% -$83.7K 0.15% 110
2025
Q1 		$561K Sell
2,091
-51
-2% -$13.7K 0.19% 96
2024
Q4 		$716K Buy
+2,142
New +$716K 0.24% 84