AWA
Aletheian Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+859
| New | +$234K | 0.12% | 86 |
|
|
2025
Q1 | – | Sell |
-660
| Closed | -$221K | – | 97 |
|
|
2024
Q4 | $221K | Buy |
+660
| New | +$221K | 0.13% | 75 |
|
|
2024
Q3 | – | Sell |
-786
| Closed | -$202K | – | 84 |
|
|
2024
Q2 | $202K | Buy |
+786
| New | +$202K | 0.11% | 84 |
|