TriaGen Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,345	Closed	-$2.21M	–	164
2024 Q1	$2.21M	Hold	7,345	–	–	0.92%	30
2023 Q4	$1.93M	Sell	7,345 -1,943	-21%	-$511K	0.92%	36
2023 Q3	$1.88M	Buy	+9,288	New	+$1.88M	0.96%	33