RFWA
RPg Family Wealth Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-537
| Closed | -$114K | – | 123 |
|
|
2022
Q1 | $114K | Hold |
537
| – | – | 0.05% | 123 |
|
|
2021
Q4 | $136K | Hold |
537
| – | – | 0.05% | 124 |
|
|
2021
Q3 | $146K | Hold |
537
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $131K | Buy |
+537
| New | +$131K | 0.05% | 136 |
|
|
2020
Q4 | $119K | Hold |
537
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $135K | Hold |
537
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $101K | Hold |
537
| – | – | 0.06% | 130 |
|
|
2020
Q1 | $77.3K | Hold |
537
| – | – | 0.06% | 118 |
|
|
2019
Q4 | $87.3K | Hold |
537
| – | – | 0.05% | 124 |
|
|
2019
Q3 | $79.7K | Hold |
537
| – | – | 0.05% | 127 |
|
|
2019
Q2 | $81.5K | Hold |
537
| – | – | 0.05% | 124 |
|
|
2019
Q1 | $85K | Hold |
537
| – | – | 0.05% | 131 |
|
|
2018
Q4 | $73.6K | Hold |
537
| – | – | 0.07% | 88 |
|
|
2018
Q3 | $85.4K | Hold |
537
| – | – | 0.06% | 84 |
|
|
2018
Q2 | $73.2K | Hold |
537
| – | – | 0.06% | 98 |
|
|
2018
Q1 | $62.5K | Hold |
537
| – | – | 0.05% | 94 |
|
|
2017
Q4 | $54.9K | Hold |
537
| – | – | 0.05% | 119 |
|
|
2017
Q3 | $50.2K | Hold |
537
| – | – | 0.04% | 135 |
|
|
2017
Q2 | $46.5K | Hold |
537
| – | – | 0.04% | 160 |
|
|
2017
Q1 | $44.3K | Buy |
+537
| New | +$44.3K | 0.04% | 136 |
|