Compass Financial Advisors’s Salesforce CRM Stock Holding History

Compass Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$1.04M	Sell
2022 Q4	$729K	Sell
2022 Q3	$801K	Buy
2022 Q2	$917K	Buy
2022 Q1	$1.16M	Buy
2021 Q4	$1.05M	Buy