Capital Directions Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27.6K | Buy |
+208
| New | +$27.6K | 0.01% | 157 |
|
|
2022
Q3 | – | Sell |
-403
| Closed | -$67K | – | 135 |
|
|
2022
Q2 | $67K | Sell |
403
-175
| -30% | -$29.1K | 0.02% | 109 |
|
|
2022
Q1 | $123K | Buy |
+578
| New | +$123K | 0.04% | 87 |
|
|
2021
Q4 | – | Sell |
-499
| Closed | -$135K | – | 93 |
|
|
2021
Q3 | $135K | Buy |
499
+96
| +24% | +$26K | 0.04% | 79 |
|
|
2021
Q2 | $98K | Buy |
+403
| New | +$98K | 0.03% | 83 |
|
|
2021
Q1 | – | Sell |
-208
| Closed | -$46K | – | 216 |
|
|
2020
Q4 | $46K | Hold |
208
| – | – | 0.02% | 119 |
|
|
2020
Q3 | $52K | Hold |
208
| – | – | 0.02% | 106 |
|
|
2020
Q2 | $39K | Hold |
208
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $30K | Hold |
208
| – | – | 0.01% | 138 |
|
|
2019
Q4 | $34K | Hold |
208
| – | – | 0.01% | 153 |
|
|
2019
Q3 | $31K | Buy |
+208
| New | +$31K | 0.01% | 155 |
|