FP
Fiduciary Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,284
| Closed | -$326K | – | 41 |
|
|
2021
Q4 | $326K | Sell |
1,284
-170
| -12% | -$43.2K | 0.18% | 43 |
|
|
2021
Q3 | $394K | Sell |
1,454
-689
| -32% | -$187K | 0.21% | 52 |
|
|
2021
Q2 | $523K | Sell |
2,143
-5,491
| -72% | -$1.34M | 0.45% | 37 |
|
|
2021
Q1 | $1.62M | Buy |
7,634
+934
| +14% | +$198K | 2.44% | 17 |
|
|
2020
Q4 | $1.49M | Buy |
6,700
+6,680
| +33,400% | +$1.49M | 2.1% | 23 |
|
|
2020
Q3 | $5K | Buy |
+20
| New | +$5K | 0.01% | 138 |
|