RWM
Rockline Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
13,503
+698
| +5% | +$190K | 0.87% | 34 |
|
|
2025
Q1 | $3.44M | Buy |
12,805
+593
| +5% | +$159K | 0.96% | 34 |
|
|
2024
Q4 | $4.08M | Buy |
12,212
+303
| +3% | +$101K | 1.09% | 30 |
|
|
2024
Q3 | $3.26M | Sell |
11,909
-108
| -0.9% | -$29.6K | 0.92% | 36 |
|
|
2024
Q2 | $3.09M | Buy |
12,017
+321
| +3% | +$82.5K | 0.95% | 31 |
|
|
2024
Q1 | $3.52M | Buy |
11,696
+1,009
| +9% | +$304K | 1.23% | 27 |
|
|
2023
Q4 | $2.81M | Buy |
+10,687
| New | +$2.81M | 1.17% | 32 |
|