WR Wealth Planners’s Salesforce CRM Stock Holding History

WR Wealth Planners’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$150K	Buy
2024 Q3	$113K	Buy
2024 Q2	$106K	Sell
2024 Q1	$136K	Buy
2023 Q4	–	Sell
2023 Q3	$46.2K	Sell
2023 Q2	$76.1K	Buy
2023 Q1	$50.7K	Buy