MWA
MFA Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-374
| Closed | -$102K | – | 137 |
|
|
2024
Q3 | $102K | Hold |
374
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $96.2K | Buy |
+374
| New | +$96.2K | 0.02% | 134 |
|
|
2020
Q3 | – | Sell |
-342
| Closed | -$64.1K | – | 69 |
|
|
2020
Q2 | $64.1K | Buy |
+342
| New | +$64.1K | 0.04% | 65 |
|