SWM
CRM icon

SVA Wealth Management’s Salesforce CRM Stock Holding History

SVA Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$315K Buy
1,415
+483
+52% +$108K 0.03% 196
2020
Q3 		$234K Buy
+932
New +$234K 0.02% 193