DA
DCF Advisers’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,250
| Closed | -$206K | – | 62 |
|
2022
Q2 | $206K | Buy |
+1,250
| New | +$206K | 0.12% | 54 |
|
2021
Q2 | – | Sell |
-1,250
| Closed | -$265K | – | 80 |
|
2021
Q1 | $265K | Buy |
1,250
+250
| +25% | +$53K | 0.12% | 74 |
|
2020
Q4 | $223K | Buy |
+1,000
| New | +$223K | 0.09% | 68 |
|