TCFG Wealth Management’s Salesforce CRM Stock Holding History

TCFG Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Hold
2025 Q1	$300K	Buy
2024 Q4	$370K	Sell
2024 Q3	$306K	Buy