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Chesapeake Wealth Management’s Salesforce CRM Stock Holding History

Chesapeake Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,922
Closed -$621K – 183
2019
Q1 		$621K Buy
3,922
+2,122
+118% +$336K 0.27% 100
2018
Q4 		$247K Buy
+1,800
New +$247K 0.12% 158