PRWA
Platte River Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,525
| Closed | -$3.41M | – | 85 |
|
|
2021
Q4 | $3.41M | Sell |
14,525
-5
| -0% | -$1.17K | 1.17% | 22 |
|
|
2021
Q3 | $3.94M | Buy |
14,530
+13
| +0.1% | +$3.53K | 1.46% | 21 |
|
|
2021
Q2 | $3.55M | Buy |
14,517
+572
| +4% | +$140K | 1.35% | 21 |
|
|
2021
Q1 | $3.13M | Buy |
13,945
+957
| +7% | +$215K | 1.29% | 22 |
|
|
2020
Q4 | $2.89M | Buy |
12,988
+2,239
| +21% | +$498K | 1.25% | 22 |
|
|
2020
Q3 | $2.7M | Sell |
10,749
-170
| -2% | -$42.7K | 1.39% | 23 |
|
|
2020
Q2 | $2.16M | Buy |
+10,919
| New | +$2.16M | 1.19% | 22 |
|
|
2019
Q4 | $1.07M | Buy |
+5,858
| New | +$1.07M | 0.56% | 48 |
|