RWA
Rainsberger Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.26M | Sell |
4,791
-115
| -2% | -$30.3K | 0.69% | 44 |
|
|
2023
Q3 | $995K | Buy |
4,906
+19
| +0.4% | +$3.85K | 0.61% | 48 |
|
|
2023
Q2 | $1.03M | Sell |
4,887
-71
| -1% | -$15K | 0.62% | 45 |
|
|
2023
Q1 | $991K | Sell |
4,958
-60
| -1% | -$12K | 0.59% | 47 |
|
|
2022
Q4 | $665K | Sell |
5,018
-78
| -2% | -$10.3K | 0.42% | 53 |
|
|
2022
Q3 | $733K | Buy |
5,096
+105
| +2% | +$15.1K | 0.5% | 45 |
|
|
2022
Q2 | $824K | Sell |
4,991
-122
| -2% | -$20.1K | 0.6% | 41 |
|
|
2022
Q1 | $1.09M | Hold |
5,113
| – | – | 0.7% | 39 |
|
|
2021
Q4 | $1.3M | Buy |
+5,113
| New | +$1.3M | 0.76% | 36 |
|