Rainsberger Wealth Advisors’s Salesforce CRM Stock Holding History

Rainsberger Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.26M	Sell
2023 Q3	$995K	Buy
2023 Q2	$1.03M	Sell
2023 Q1	$991K	Sell
2022 Q4	$665K	Sell
2022 Q3	$733K	Buy
2022 Q2	$824K	Sell
2022 Q1	$1.09M	Hold
2021 Q4	$1.3M	Buy