Boenning & Scattergood’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$757K Buy
2022
Q3
$469K Sell
2022
Q2
$565K Sell
2022
Q1
$757K Buy
2021
Q4
$811K Sell
2021
Q3
$879K Buy
2021
Q2
$548K Sell
2021
Q1
$628K Buy
2020
Q4
$592K Sell
2020
Q3
$689K Buy
2020
Q2
$404K Buy