RWM
Ruedi Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-113
| Closed | -$30.3K | – | 111 |
|
|
2025
Q1 | $30.3K | Hold |
113
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $37.8K | Hold |
113
| – | – | 0.01% | 96 |
|
|
2024
Q3 | $30.9K | Sell |
113
-26
| -19% | -$7.12K | 0.01% | 107 |
|
|
2024
Q2 | $35.7K | Buy |
139
+53
| +62% | +$13.6K | 0.01% | 101 |
|
|
2024
Q1 | $25.9K | Buy |
86
+56
| +187% | +$16.9K | 0.01% | 114 |
|
|
2023
Q4 | $7.89K | Hold |
30
| – | – | ﹤0.01% | 154 |
|
|
2023
Q3 | $6.08K | Buy |
+30
| New | +$6.08K | ﹤0.01% | 152 |
|