Clearview Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69
| Closed | -$14.6K | – | 219 |
|
|
2023
Q2 | $14.6K | Buy |
69
+10
| +17% | +$2.11K | 0.01% | 313 |
|
|
2023
Q1 | $11.8K | Buy |
59
+2
| +4% | +$400 | 0.01% | 340 |
|
|
2022
Q4 | $7.56K | Sell |
57
-24
| -30% | -$3.18K | 0.01% | 359 |
|
|
2022
Q3 | $12K | Sell |
81
-95
| -54% | -$14.1K | 0.01% | 313 |
|
|
2022
Q2 | $29K | Sell |
176
-49
| -22% | -$8.07K | 0.02% | 234 |
|
|
2022
Q1 | $48K | Hold |
225
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $57K | Sell |
225
-15
| -6% | -$3.8K | 0.03% | 215 |
|
|
2021
Q3 | $65K | Buy |
240
+78
| +48% | +$21.1K | 0.04% | 211 |
|
|
2021
Q2 | $40K | Sell |
162
-8
| -5% | -$1.98K | 0.02% | 263 |
|
|
2021
Q1 | $36K | Sell |
170
-88
| -34% | -$18.6K | 0.02% | 264 |
|
|
2020
Q4 | $57K | Buy |
+258
| New | +$57K | 0.04% | 185 |
|