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Vivid Wealth Management’s Salesforce CRM Stock Holding History

Vivid Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,135
Closed -$1.83M – 64
2024
Q2 		$1.83M Buy
7,135
+4,840
+211% +$1.24M 1.03% 42
2024
Q1 		$691K Buy
2,295
+208
+10% +$62.6K 0.43% 42
2023
Q4 		$549K Buy
+2,087
New +$549K 0.37% 47