RWM
RKL Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-693
| Closed | -$232K | – | 173 |
|
|
2024
Q4 | $232K | Buy |
+693
| New | +$232K | 0.02% | 162 |
|
|
2024
Q1 | – | Sell |
-798
| Closed | -$210K | – | 160 |
|
|
2023
Q4 | $210K | Buy |
+798
| New | +$210K | 0.02% | 144 |
|
|
2018
Q2 | – | Sell |
-2,178
| Closed | -$254K | – | 128 |
|
|
2018
Q1 | $254K | Sell |
2,178
-1
| -0% | -$117 | 0.06% | 125 |
|
|
2017
Q4 | $223K | Buy |
+2,179
| New | +$223K | 0.06% | 130 |
|