KCFA
Key Client Fiduciary Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,156
+1
| +0% | +$273 | 0.46% | 52 |
|
|
2025
Q1 | $1.12M | Hold |
4,155
| – | – | 0.51% | 49 |
|
|
2024
Q4 | $1.39M | Sell |
4,155
-565
| -12% | -$189K | 0.61% | 39 |
|
|
2024
Q3 | $1.29M | Sell |
4,720
-76
| -2% | -$20.8K | 0.58% | 38 |
|
|
2024
Q2 | $1.23M | Buy |
4,796
+1,143
| +31% | +$294K | 0.61% | 36 |
|
|
2024
Q1 | $1.1M | Buy |
+3,653
| New | +$1.1M | 0.58% | 39 |
|