MFA
Morling Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
1,356
-329
| -20% | -$89.7K | 0.12% | 55 |
|
|
2025
Q1 | $452K | Buy |
1,685
+346
| +26% | +$92.9K | 0.16% | 48 |
|
|
2024
Q4 | $448K | Buy |
1,339
+13
| +1% | +$4.35K | 0.16% | 46 |
|
|
2024
Q3 | $363K | Buy |
1,326
+144
| +12% | +$39.4K | 0.14% | 49 |
|
|
2024
Q2 | $304K | Buy |
+1,182
| New | +$304K | 0.13% | 46 |
|
|
2024
Q1 | – | Sell |
-939
| Closed | -$247K | – | 105 |
|
|
2023
Q4 | $247K | Buy |
+939
| New | +$247K | 0.2% | 51 |
|