RDIA
RE Dickinson Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$26K | – | 224 |
|
|
2023
Q4 | $26K | Sell |
100
-18
| -15% | -$4.68K | 0.02% | 110 |
|
|
2023
Q3 | $24K | Buy |
118
+110
| +1,375% | +$22.4K | 0.02% | 117 |
|
|
2023
Q2 | $2K | Sell |
8
-13
| -62% | -$3.25K | ﹤0.01% | 333 |
|
|
2023
Q1 | $5K | Buy |
21
+13
| +163% | +$3.1K | ﹤0.01% | 303 |
|
|
2022
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 234 |
|
|
2022
Q2 | $1 | Hold |
8
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 255 |
|