Kiley Juergens Wealth Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-130
Closed -$20K 162
2018
Q3
$20K Hold
130
0.01% 359
2018
Q2
$17K Buy
+130
New +$17K 0.02% 351
2018
Q1
Sell
-80
Closed -$8K 189
2017
Q4
$8K Buy
+80
New +$8K 0.01% 485