Fortis Capital Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-55	Closed	-$11K	–	212
2023 Q1	$11K	Sell	55 -500	-90%	-$99.9K	0.01%	454
2022 Q4	$73.6K	Buy	+555	New	+$73.6K	0.04%	254