TWM
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Tanager Wealth Management’s Salesforce CRM Stock Holding History

Tanager 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
-749
Closed -$201K – 124
2025
Q1 		$201K Buy
749
+59
+9% +$15.8K 0.03% 116
2024
Q4 		$231K Buy
+690
New +$231K 0.03% 110