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Fortis Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-373
| Closed | -$54K | – | 265 |
|
|
2022
Q3 | $54K | Hold |
373
| – | – | 0.04% | 155 |
|
|
2022
Q2 | $62K | Hold |
373
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $79K | Hold |
373
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $95K | Hold |
373
| – | – | 0.06% | 145 |
|
|
2021
Q3 | $101K | Hold |
373
| – | – | 0.06% | 131 |
|
|
2021
Q2 | $91K | Buy |
+373
| New | +$91K | 0.05% | 157 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$12K | – | 202 |
|
|
2020
Q1 | $12K | Buy |
+81
| New | +$12K | 0.01% | 251 |
|