Estate Counselors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-308
| Closed | -$44K | – | 149 |
|
|
2022
Q3 | $44K | Hold |
308
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $50K | Hold |
308
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $65K | Hold |
308
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $78K | Hold |
308
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $83K | Hold |
308
| – | – | 0.01% | 146 |
|
|
2021
Q2 | $75K | Hold |
308
| – | – | 0.01% | 145 |
|
|
2021
Q1 | $65K | Hold |
308
| – | – | 0.01% | 143 |
|
|
2020
Q4 | $69K | Buy |
+308
| New | +$69K | 0.01% | 118 |
|
|
2020
Q3 | – | Sell |
-308
| Closed | -$57K | – | 121 |
|
|
2020
Q2 | $57K | Buy |
+308
| New | +$57K | 0.01% | 135 |
|