Blue Chip Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-530
Closed -$135K 173
2021
Q4
$135K Hold
530
0.02% 154
2021
Q3
$144K Hold
530
0.02% 144
2021
Q2
$129K Hold
530
0.02% 141
2021
Q1
$112K Buy
+530
New +$112K 0.02% 150