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Vahanian & Associates Financial Planning’s Salesforce CRM Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$809K Sell
3,075
-910
-23% -$239K 3.2% 7
2023
Q3 		$808K Hold
3,985
– – 2.6% 8
2023
Q2 		$842K Buy
3,985
+1,880
+89% +$397K 2.66% 11
2023
Q1 		$421K Buy
+2,105
New +$421K 1.17% 26