KFP
Keener Financial Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$5K | – | 175 |
|
|
2024
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 151 |
|
|
2024
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 163 |
|
|
2024
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 170 |
|
|
2024
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 172 |
|
|
2023
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 168 |
|