TWM
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Topsail Wealth Management’s Salesforce CRM Stock Holding History

Topsail 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 		$244K Buy
+895
New +$244K 0.04% 124
2025
Q1 		– Sell
-643
Closed -$215K – 228
2024
Q4 		$215K Buy
+643
New +$215K 0.05% 114