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Unique Wealth Strategies’s Salesforce CRM Stock Holding History

Unique Wealth Strategies’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.18M Hold
3,915
– – 0.55% 40
2024
Q1 		$1.18M Buy
3,915
+446
+13% +$134K 0.58% 40
2023
Q4 		$913K Buy
+3,469
New +$913K 0.61% 48