Fortune Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,349
| Closed | -$347K | – | 101 |
|
|
2024
Q2 | $347K | Buy |
1,349
+88
| +7% | +$22.6K | 0.21% | 99 |
|
|
2024
Q1 | $380K | Hold |
1,261
| – | – | 0.24% | 99 |
|
|
2023
Q4 | $332K | Hold |
1,261
| – | – | 0.23% | 91 |
|
|
2023
Q3 | $256K | Hold |
1,261
| – | – | 0.2% | 102 |
|
|
2023
Q2 | $266K | Buy |
+1,261
| New | +$266K | 0.2% | 103 |
|