RWA
RGT Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-809
| Closed | -$206K | – | 160 |
|
|
2021
Q4 | $206K | Buy |
809
+47
| +6% | +$12K | 0.03% | 88 |
|
|
2021
Q3 | $207K | Sell |
762
-105
| -12% | -$28.5K | 0.04% | 51 |
|
|
2021
Q2 | $212K | Buy |
+867
| New | +$212K | 0.04% | 53 |
|
|
2021
Q1 | – | Sell |
-1,305
| Closed | -$290K | – | 60 |
|
|
2020
Q4 | $290K | Buy |
+1,305
| New | +$290K | 0.06% | 48 |
|