CFA
Compass Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,199
| Closed | -$1.04M | – | 16 |
|
|
2023
Q1 | $1.04M | Sell |
5,199
-300
| -5% | -$59.9K | 1.32% | 22 |
|
|
2022
Q4 | $729K | Sell |
5,499
-70
| -1% | -$9.28K | 0.98% | 33 |
|
|
2022
Q3 | $801K | Buy |
5,569
+13
| +0.2% | +$1.87K | 1.19% | 22 |
|
|
2022
Q2 | $917K | Buy |
5,556
+117
| +2% | +$19.3K | 1.25% | 22 |
|
|
2022
Q1 | $1.16M | Buy |
5,439
+1,312
| +32% | +$279K | 1.28% | 19 |
|
|
2021
Q4 | $1.05M | Buy |
+4,127
| New | +$1.05M | 1.16% | 16 |
|