RIS
Retirement Income Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
1,423
-73
| -5% | -$19.9K | 0.07% | 99 |
|
|
2025
Q1 | $401K | Hold |
1,496
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $500K | Hold |
1,496
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $409K | Sell |
1,496
-14
| -0.9% | -$3.83K | 0.09% | 81 |
|
|
2024
Q2 | $388K | Hold |
1,510
| – | – | 0.09% | 82 |
|
|
2024
Q1 | $455K | Hold |
1,510
| – | – | 0.1% | 85 |
|
|
2023
Q4 | $397K | Hold |
1,510
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $306K | Hold |
1,510
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $319K | Hold |
1,510
| – | – | 0.09% | 102 |
|
|
2023
Q1 | $302K | Buy |
+1,510
| New | +$302K | 0.09% | 104 |
|
|
2022
Q3 | – | Sell |
-1,330
| Closed | -$220K | – | 114 |
|
|
2022
Q2 | $220K | Hold |
1,330
| – | – | 0.08% | 105 |
|
|
2022
Q1 | $282K | Hold |
1,330
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $338K | Hold |
1,330
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $361K | Hold |
1,330
| – | – | 0.12% | 73 |
|
|
2021
Q2 | $325K | Hold |
1,330
| – | – | 0.11% | 81 |
|
|
2021
Q1 | $282K | Hold |
1,330
| – | – | 0.1% | 80 |
|
|
2020
Q4 | $296K | Hold |
1,330
| – | – | 0.11% | 75 |
|
|
2020
Q3 | $334K | Hold |
1,330
| – | – | 0.15% | 65 |
|
|
2020
Q2 | $249K | Buy |
+1,330
| New | +$249K | 0.11% | 69 |
|
|
2020
Q1 | – | Sell |
-1,330
| Closed | -$216K | – | 76 |
|
|
2019
Q4 | $216K | Buy |
+1,330
| New | +$216K | 0.09% | 71 |
|
|
2019
Q3 | – | Sell |
-1,330
| Closed | -$202K | – | 73 |
|
|
2019
Q2 | $202K | Buy |
1,330
+14
| +1% | +$2.13K | 0.11% | 64 |
|
|
2019
Q1 | $208K | Buy |
+1,316
| New | +$208K | 0.12% | 65 |
|
|
2018
Q4 | – | Sell |
-1,330
| Closed | -$212K | – | 63 |
|
|
2018
Q3 | $212K | Buy |
+1,330
| New | +$212K | 0.12% | 64 |
|