Almanack Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-452
| Closed | -$65K | – | 381 |
|
|
2022
Q3 | $65K | Buy |
+452
| New | +$65K | 0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-1,027
| Closed | -$218K | – | 467 |
|
|
2022
Q1 | $218K | Sell |
1,027
-27
| -3% | -$5.73K | 0.02% | 435 |
|
|
2021
Q4 | $268K | Sell |
1,054
-211
| -17% | -$53.7K | 0.02% | 402 |
|
|
2021
Q3 | $343K | Buy |
1,265
+430
| +51% | +$117K | 0.03% | 338 |
|
|
2021
Q2 | $204K | Sell |
835
-483
| -37% | -$118K | 0.02% | 403 |
|
|
2021
Q1 | $279K | Buy |
+1,318
| New | +$279K | 0.03% | 329 |
|
|
2020
Q4 | – | Sell |
-999
| Closed | -$247K | – | 408 |
|
|
2020
Q3 | $247K | Buy |
+999
| New | +$247K | 0.03% | 333 |
|