Atlas Private Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-110
| Closed | -$30K | – | 266 |
|
|
2021
Q3 | $30K | Sell |
110
-17
| -13% | -$4.64K | 0.02% | 294 |
|
|
2021
Q2 | $31K | Buy |
127
+68
| +115% | +$16.6K | 0.02% | 290 |
|
|
2021
Q1 | $13K | Hold |
59
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $13K | Hold |
59
| – | – | 0.01% | 395 |
|
|
2020
Q3 | $15K | Sell |
59
-96
| -62% | -$24.4K | 0.01% | 345 |
|
|
2020
Q2 | $29K | Buy |
+155
| New | +$29K | 0.03% | 269 |
|