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Aspen Wealth Strategies’s Salesforce CRM Stock Holding History

Aspen Wealth Strategies’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,546
Closed -$509K – 79
2023
Q1 		$509K Buy
2,546
+10
+0.4% +$2K 0.39% 35
2022
Q4 		$336K Buy
+2,536
New +$336K 0.27% 52