WFO
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Wealthgate Family Office’s Salesforce CRM Stock Holding History

Wealthgate Family Office’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,623
Closed -$556K – 21
2021
Q1 		$556K Sell
2,623
-1,106
-30% -$234K 0.76% 20
2020
Q4 		$830K Buy
+3,729
New +$830K 1.24% 12