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Valley Wealth Managers’s Salesforce CRM Stock Holding History

Valley Wealth Managers’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-80
Closed -$20.6K – 412
2024
Q2 		$20.6K Buy
+80
New +$20.6K ﹤0.01% 259
2023
Q1 		– Sell
-29
Closed -$3.85K – 378
2022
Q4 		$3.85K Buy
+29
New +$3.85K ﹤0.01% 322