Alterity Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Sell |
4,245
-75
| -2% | -$19.7K | 1.6% | 19 |
|
|
2023
Q3 | $876K | Sell |
4,320
-2,950
| -41% | -$598K | 1.39% | 22 |
|
|
2023
Q2 | $1.54M | Sell |
7,270
-2,100
| -22% | -$444K | 2.22% | 11 |
|
|
2023
Q1 | $1.87M | Sell |
9,370
-255
| -3% | -$50.9K | 2.74% | 8 |
|
|
2022
Q4 | $1.28M | Sell |
9,625
-245
| -2% | -$32.5K | 2.07% | 16 |
|
|
2022
Q3 | $1.42M | Sell |
9,870
-105
| -1% | -$15.1K | 2.29% | 12 |
|
|
2022
Q2 | $1.65M | Buy |
+9,975
| New | +$1.65M | 2.45% | 9 |
|
|
2021
Q4 | $3.21M | Buy |
+12,630
| New | +$3.21M | 3.43% | 5 |
|
|
2021
Q1 | $2.21M | Buy |
+10,425
| New | +$2.21M | 2.68% | 10 |
|