Smallwood Wealth Investment Management, LLC's ownership history for CRM

Smallwood Wealth Investment Management, LLC currently holds 329 shares with a market value of $61.5K. It started holding CRM on 2025-03-31. At its peak, it held 367 shares on 2025-03-31. Its highest holding value was $100.2K on 2025-06-30. At its lowest, it held 329 shares on 2026-03-31, with a value of $61.5K on 2026-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 9. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 38.