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TCFG Wealth Management’s Salesforce CRM Stock Holding History

TCFG 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 		$305K Hold
1,118
– – 0.14% 191
2025
Q1 		$300K Buy
1,118
+11
+1% +$2.95K 0.15% 167
2024
Q4 		$370K Sell
1,107
-9
-0.8% -$3.01K 0.19% 131
2024
Q3 		$306K Buy
+1,116
New +$306K 0.15% 156