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RDA Financial Network’s Salesforce CRM Stock Holding History

RDA Financial Network’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
880
-4,361
-83% -$1.19M 0.06% 227
2025
Q1 		$1.41M Buy
5,241
+553
+12% +$148K 0.42% 76
2024
Q4 		$1.57M Buy
+4,688
New +$1.57M 0.46% 66