MLA
My Legacy Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
3,199
+259
| +9% | +$68.4K | 0.3% | 93 |
|
|
2025
Q1 | $789K | Buy |
2,940
+138
| +5% | +$37K | 0.3% | 96 |
|
|
2024
Q4 | $900K | Buy |
2,802
+60
| +2% | +$19.3K | 0.35% | 78 |
|
|
2024
Q3 | $751K | Sell |
2,742
-459
| -14% | -$126K | 0.3% | 100 |
|
|
2024
Q2 | $823K | Buy |
3,201
+341
| +12% | +$87.7K | 0.26% | 103 |
|
|
2024
Q1 | $861K | Buy |
2,860
+558
| +24% | +$168K | 0.29% | 99 |
|
|
2023
Q4 | $625K | Buy |
+2,302
| New | +$625K | 0.23% | 134 |
|