Appropriate Balance Financial Services’s Salesforce CRM Stock Holding History

Appropriate Balance Financial Services’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
2017 Q3	$6.02K	Buy
2017 Q2	$5.93K	Buy
2017 Q1	$5.82K	Sell
2016 Q4	$431K	Sell
2016 Q3	$486K	Sell
2016 Q2	$573K	Sell
2016 Q1	$540K	Sell
2015 Q4	$616K	Buy