FCAG
First Capital Advisors Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $366K | Sell |
1,732
-10
| -0.6% | -$2.11K | 0.19% | 92 |
|
|
2023
Q1 | $348K | Sell |
1,742
-8
| -0.5% | -$1.6K | 0.22% | 97 |
|
|
2022
Q4 | $232K | Sell |
1,750
-207
| -11% | -$27.4K | 0.16% | 131 |
|
|
2022
Q3 | $281K | Buy |
1,957
+70
| +4% | +$10.1K | 0.23% | 106 |
|
|
2022
Q2 | $311K | Buy |
+1,887
| New | +$311K | 0.21% | 109 |
|
|
2018
Q4 | – | Sell |
-1,442
| Closed | -$229K | – | 152 |
|
|
2018
Q3 | $229K | Buy |
+1,442
| New | +$229K | 0.14% | 147 |
|
|
2018
Q2 | – | Sell |
-742
| Closed | -$86K | – | 291 |
|
|
2018
Q1 | $86K | Buy |
+742
| New | +$86K | 0.05% | 222 |
|