Financial Synergies Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$2.71K | – | 146 |
|
|
2024
Q1 | $2.71K | Buy |
+9
| New | +$2.71K | ﹤0.01% | 294 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$1.83K | – | 482 |
|
|
2023
Q3 | $1.83K | Hold |
9
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $1.9K | Sell |
9
-2
| -18% | -$423 | ﹤0.01% | 298 |
|
|
2023
Q1 | $2.2K | Buy |
+11
| New | +$2.2K | ﹤0.01% | 296 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1.87K | – | 471 |
|
|
2022
Q3 | $1.87K | Hold |
13
| – | – | ﹤0.01% | 226 |
|
|
2022
Q2 | $2.15K | Buy |
+13
| New | +$2.15K | ﹤0.01% | 230 |
|