Aris Wealth Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$5K Sell
70
-40
-36% -$2.86K 0.01% 275
2015
Q2
$8K Hold
110
0.01% 389
2015
Q1
$7K Buy
+110
New +$7K 0.01% 393