ADIM
Alpha DNA Investment Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,963
| Closed | -$1.39M | – | 167 |
|
2023
Q1 | $1.39M | Buy |
+6,963
| New | +$1.39M | 0.41% | 48 |
|
2021
Q4 | – | Sell |
-6,412
| Closed | -$1.74M | – | 112 |
|
2021
Q3 | $1.74M | Buy |
+6,412
| New | +$1.74M | 1.18% | 5 |
|
2021
Q2 | – | Sell |
-4,177
| Closed | -$884K | – | 210 |
|
2021
Q1 | $884K | Buy |
4,177
+1,475
| +55% | +$312K | 1.02% | 18 |
|
2020
Q4 | $601K | Buy |
+2,702
| New | +$601K | 0.64% | 73 |
|