GLA
Good Life Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,552
-638
| -7% | -$174K | 0.15% | 128 |
|
|
2025
Q1 | $2.47M | Buy |
9,190
+7,401
| +414% | +$1.99M | 0.17% | 108 |
|
|
2024
Q4 | $598K | Sell |
1,789
-427
| -19% | -$143K | 0.04% | 256 |
|
|
2024
Q3 | $607K | Buy |
2,216
+581
| +36% | +$159K | 0.04% | 299 |
|
|
2024
Q2 | $420K | Buy |
1,635
+209
| +15% | +$53.7K | 0.03% | 297 |
|
|
2024
Q1 | $429K | Sell |
1,426
-175
| -11% | -$52.7K | 0.04% | 278 |
|
|
2023
Q4 | $421K | Buy |
1,601
+530
| +49% | +$139K | 0.04% | 262 |
|
|
2023
Q3 | $217K | Buy |
1,071
+102
| +11% | +$20.7K | 0.02% | 366 |
|
|
2023
Q2 | $205K | Sell |
969
-99
| -9% | -$20.9K | 0.02% | 380 |
|
|
2023
Q1 | $213K | Buy |
+1,068
| New | +$213K | 0.03% | 359 |
|
|
2022
Q2 | – | Sell |
-1,122
| Closed | -$238K | – | 363 |
|
|
2022
Q1 | $238K | Sell |
1,122
-10,764
| -91% | -$2.28M | 0.03% | 331 |
|
|
2021
Q4 | $3.02M | Sell |
11,886
-128
| -1% | -$32.5K | 0.37% | 60 |
|
|
2021
Q3 | $3.26M | Buy |
12,014
+10,558
| +725% | +$2.86M | 0.44% | 50 |
|
|
2021
Q2 | $356K | Sell |
1,456
-488
| -25% | -$119K | 0.07% | 207 |
|
|
2021
Q1 | $410K | Buy |
1,944
+762
| +64% | +$161K | 0.08% | 185 |
|
|
2020
Q4 | $261K | Buy |
1,182
+313
| +36% | +$69.1K | 0.06% | 205 |
|
|
2020
Q3 | $220K | Buy |
+869
| New | +$220K | 0.06% | 212 |
|