CHA
Cooper/Haims Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-843
| Closed | -$206K | – | 84 |
|
|
2021
Q2 | $206K | Sell |
843
-450
| -35% | -$110K | 0.14% | 79 |
|
|
2021
Q1 | $274K | Buy |
1,293
+225
| +21% | +$47.7K | 0.19% | 58 |
|
|
2020
Q4 | $238K | Sell |
1,068
-8
| -0.7% | -$1.78K | 0.18% | 57 |
|
|
2020
Q3 | $270K | Buy |
+1,076
| New | +$270K | 0.22% | 47 |
|