RAG
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RIA Advisory Group’s Salesforce CRM Stock Holding History

RIA Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,767
Closed -$1.01M – 121
2023
Q2 		$1.01M Sell
4,767
-2,714
-36% -$573K 0.43% 33
2023
Q1 		$1.5M Buy
+7,481
New +$1.5M 0.69% 23