BSAM
Blue Square Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,253
| Closed | -$1.33M | – | 57 |
|
|
2022
Q1 | $1.33M | Buy |
6,253
+108
| +2% | +$22.9K | 1.11% | 29 |
|
|
2021
Q4 | $1.56M | Buy |
6,145
+23
| +0.4% | +$5.85K | 0.97% | 30 |
|
|
2021
Q3 | $1.66M | Buy |
6,122
+248
| +4% | +$67.2K | 1.04% | 25 |
|
|
2021
Q2 | $1.44M | Buy |
+5,874
| New | +$1.44M | 0.88% | 33 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$11K | – | 101 |
|
|
2020
Q2 | $11K | Buy |
+60
| New | +$11K | 0.01% | 163 |
|