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BlueChip Wealth Advisors’s Salesforce CRM Stock Holding History

BlueChip Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-991
Closed -$271K – 140
2024
Q3 		$271K Buy
991
+5
+0.5% +$1.37K 0.14% 127
2024
Q2 		$254K Buy
+986
New +$254K 0.15% 119