TRIA
Trail Ridge Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,635
| Closed | -$217K | – | 118 |
|
|
2022
Q4 | $217K | Sell |
1,635
-34
| -2% | -$4.51K | 0.15% | 113 |
|
|
2022
Q3 | $263K | Sell |
1,669
-1,294
| -44% | -$204K | 0.17% | 116 |
|
|
2022
Q2 | $489K | Sell |
2,963
-14
| -0.5% | -$2.31K | 0.33% | 83 |
|
|
2022
Q1 | $632K | Buy |
2,977
+1,285
| +76% | +$273K | 0.39% | 73 |
|
|
2021
Q4 | $430K | Buy |
+1,692
| New | +$430K | 0.26% | 92 |
|