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Source Financial Advisors’s Salesforce CRM Stock Holding History

Source Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$222K Buy
+812
New +$222K 0.07% 111
2024
Q2 		– Sell
-816
Closed -$246K – 117
2024
Q1 		$246K Buy
816
+12
+1% +$3.61K 0.07% 103
2023
Q4 		$212K Buy
+804
New +$212K 0.07% 118