Castle Rock Wealth Management’s Sprinklr CXM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,476	Closed	-$197K	–	220
2022 Q1	$197K	Sell	14,476 -4,123	-22%	-$56.1K	0.09%	231
2021 Q4	$200K	Buy	18,599 +77	+0.4%	+$828	0.08%	238
2021 Q3	$341K	Buy	18,522 +169	+0.9%	+$3.11K	0.12%	183
2021 Q2	$354K	Buy	+18,353	New	+$354K	0.13%	184