TWP
CRM icon

Treybourne Wealth Planners’s Salesforce CRM Stock Holding History

Treybourne Wealth Planners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$292K Buy
1,194
+13
+1% +$3.18K 0.18% 38
2021
Q1 		$250K Sell
1,181
-21
-2% -$4.45K 0.17% 36
2020
Q4 		$267K Buy
+1,202
New +$267K 0.19% 35