Coyle Financial Counsel’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-920
Closed -$205K 59
2020
Q4
$205K Buy
+920
New +$205K 0.15% 55
2018
Q3
Sell
-41
Closed -$6K 89
2018
Q2
$6K Buy
+41
New +$6K 0.01% 152