RKL Wealth Management’s Salesforce CRM Stock Holding History

RKL Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$232K	Buy
2024 Q1	–	Sell
2023 Q4	$210K	Buy
2018 Q2	–	Sell
2018 Q1	$254K	Sell
2017 Q4	$223K	Buy