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Obsidian Personal Planning Solutions’s Salesforce CRM Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-847
Closed -$228K – 100
2024
Q1 		$228K Sell
847
-33
-4% -$8.88K 0.15% 84
2023
Q4 		$232K Buy
+880
New +$232K 0.18% 72