CFA
CRM icon

Capstone Financial Advisors’s Salesforce CRM Stock Holding History

Capstone Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,465
Closed -$211K – 141
2022
Q3 		$211K Buy
+1,465
New +$211K 0.02% 111