Financial Advisory Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-918
Closed -$233K 98
2021
Q4
$233K Hold
918
0.05% 86
2021
Q3
$249K Hold
918
0.06% 78
2021
Q2
$224K Buy
+918
New +$224K 0.05% 84