RWA
Redmont Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$13.7K | – | 119 |
|
|
2024
Q3 | $13.7K | Hold |
50
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $12.9K | Hold |
50
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $15.1K | Buy |
+50
| New | +$15.1K | 0.02% | 163 |
|
|
2023
Q1 | – | Sell |
-5,200
| Closed | -$689K | – | 75 |
|
|
2022
Q4 | $689K | Hold |
5,200
| – | – | 0.81% | 27 |
|
|
2022
Q3 | $748K | Sell |
5,200
-100
| -2% | -$14.4K | 0.97% | 20 |
|
|
2022
Q2 | $875K | Hold |
5,300
| – | – | 1.06% | 18 |
|
|
2022
Q1 | $1.13M | Hold |
5,300
| – | – | 1.2% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
+5,300
| New | +$1.35M | 1.44% | 11 |
|