RDFA
Ritter Daniher Financial Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$3.01K | – | 314 |
|
|
2024
Q4 | $3.01K | Sell |
9
-1
| -10% | -$334 | ﹤0.01% | 268 |
|
|
2024
Q3 | $2.74K | Hold |
10
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $2.57K | Sell |
10
-3
| -23% | -$771 | ﹤0.01% | 277 |
|
|
2024
Q1 | $3.92K | Hold |
13
| – | – | ﹤0.01% | 262 |
|
|
2023
Q4 | $3.42K | Hold |
13
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $2.64K | Hold |
13
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $2.75K | Hold |
13
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $2.6K | Hold |
13
| – | – | ﹤0.01% | 248 |
|
|
2022
Q4 | $1.72K | Buy |
+13
| New | +$1.72K | ﹤0.01% | 249 |
|