Cynosure Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,192
| Closed | -$1.63M | – | 326 |
|
|
2023
Q4 | $1.63M | Buy |
6,192
+665
| +12% | +$175K | 0.29% | 72 |
|
|
2023
Q3 | $1.12M | Sell |
5,527
-693
| -11% | -$141K | 0.34% | 65 |
|
|
2023
Q2 | $1.31M | Buy |
+6,220
| New | +$1.31M | 0.4% | 58 |
|
|
2020
Q1 | – | Sell |
-1,438
| Closed | -$234K | – | 69 |
|
|
2019
Q4 | $234K | Hold |
1,438
| – | – | 0.12% | 67 |
|
|
2019
Q3 | $213K | Sell |
1,438
-508
| -26% | -$75.2K | 0.12% | 68 |
|
|
2019
Q2 | $295K | Buy |
+1,946
| New | +$295K | 0.14% | 69 |
|