Flagship Private Wealth’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-149	Closed	-$37K	–	117
2021 Q2	$37K	Hold	149	–	–	0.03%	151
2021 Q1	$32.8K	Hold	149	–	–	0.03%	135
2020 Q4	$33.5K	Buy	+149	New	+$33.5K	0.03%	133