Financial Avengers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$3.17K | – | 179 |
|
|
2023
Q2 | $3.17K | Hold |
15
| – | – | ﹤0.01% | 130 |
|
|
2023
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 133 |
|
|
2022
Q4 | $1.99K | Buy |
+15
| New | +$1.99K | ﹤0.01% | 141 |
|
|
2022
Q1 | – | Sell |
-418
| Closed | -$106K | – | 153 |
|
|
2021
Q4 | $106K | Sell |
418
-1,343
| -76% | -$341K | 0.07% | 48 |
|
|
2021
Q3 | $478K | Hold |
1,761
| – | – | 0.32% | 22 |
|
|
2021
Q2 | $430K | Hold |
1,761
| – | – | 0.29% | 20 |
|
|
2021
Q1 | $373K | Hold |
1,761
| – | – | 0.28% | 21 |
|
|
2020
Q4 | $392K | Buy |
+1,761
| New | +$392K | 0.32% | 21 |
|