Capital Directions Investment Advisors’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 | $27.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $31K | Buy |
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