LFA
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Landmark Financial Advisors’s Salesforce CRM Stock Holding History

Landmark Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$347K Buy
1,319
+119
+10% +$31.3K 0.12% 70
2023
Q3 		$243K Buy
1,200
+9
+0.8% +$1.83K 0.1% 81
2023
Q2 		$252K Buy
1,191
+79
+7% +$16.7K 0.1% 79
2023
Q1 		$222K Buy
+1,112
New +$222K 0.1% 83