Cranbrook Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$796 | – | 292 |
|
|
2022
Q4 | $796 | Hold |
6
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $1K | Sell |
6
-30
| -83% | -$5K | ﹤0.01% | 333 |
|
|
2021
Q4 | $9K | Hold |
36
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $10K | Buy |
+36
| New | +$10K | ﹤0.01% | 286 |
|