Clarity Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-788
| Closed | -$214K | – | 99 |
|
|
2021
Q3 | $214K | Sell |
788
-35
| -4% | -$9.51K | 0.03% | 88 |
|
|
2021
Q2 | $201K | Sell |
823
-1,381
| -63% | -$337K | 0.04% | 107 |
|
|
2021
Q1 | $467K | Sell |
2,204
-18,564
| -89% | -$3.93M | 0.09% | 84 |
|
|
2020
Q4 | $4.62M | Buy |
+20,768
| New | +$4.62M | 1.1% | 22 |
|