CCFP
Charles Carroll Financial Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2M | Buy |
7,600
+3,850
| +103% | +$1.01M | 2.15% | 15 |
|
|
2023
Q3 | $760K | Buy |
3,750
+250
| +7% | +$50.7K | 0.94% | 26 |
|
|
2023
Q2 | $739K | Buy |
+3,500
| New | +$739K | 0.94% | 25 |
|
|
2022
Q2 | – | Sell |
-3,225
| Closed | -$685K | – | 46 |
|
|
2022
Q1 | $685K | Buy |
+3,225
| New | +$685K | 0.71% | 26 |
|