Dynasty Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,329	Closed	-$3.17M	–	230
2024 Q2	$3.17M	Buy	12,329 +920	+8%	+$237K	0.09%	65
2024 Q1	$3.44M	Buy	+11,409	New	+$3.44M	0.11%	55