FDS
Freedom Day Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,387
| Closed | -$1.21M | – | 108 |
|
|
2022
Q3 | $1.21M | Sell |
8,387
-559
| -6% | -$80.4K | 0.65% | 60 |
|
|
2022
Q2 | $1.48M | Sell |
8,946
-456
| -5% | -$75.2K | 0.74% | 60 |
|
|
2022
Q1 | $2M | Sell |
9,402
-331
| -3% | -$70.3K | 0.86% | 44 |
|
|
2021
Q4 | $2.47M | Buy |
9,733
+60
| +0.6% | +$15.2K | 1% | 41 |
|
|
2021
Q3 | $2.62M | Buy |
9,673
+192
| +2% | +$52.1K | 1.23% | 26 |
|
|
2021
Q2 | $2.32M | Sell |
9,481
-1,338
| -12% | -$327K | 1.1% | 40 |
|
|
2021
Q1 | $2.29M | Sell |
10,819
-78
| -0.7% | -$16.5K | 1.22% | 40 |
|
|
2020
Q4 | $2.43M | Sell |
10,897
-323
| -3% | -$71.9K | 1.32% | 30 |
|
|
2020
Q3 | $2.82M | Sell |
11,220
-407
| -4% | -$102K | 1.66% | 17 |
|
|
2020
Q2 | $2.18M | Sell |
11,627
-365
| -3% | -$68.4K | 1.44% | 26 |
|
|
2020
Q1 | $1.73M | Sell |
11,992
-2,625
| -18% | -$378K | 1.47% | 25 |
|
|
2019
Q4 | $2.38M | Sell |
14,617
-260
| -2% | -$42.3K | 1.59% | 23 |
|
|
2019
Q3 | $2.21M | Sell |
14,877
-1,709
| -10% | -$254K | 1.61% | 21 |
|
|
2019
Q2 | $2.52M | Sell |
16,586
-2,162
| -12% | -$328K | 1.91% | 12 |
|
|
2019
Q1 | $2.97M | Sell |
18,748
-880
| -4% | -$139K | 2.43% | 3 |
|
|
2018
Q4 | $2.69M | Sell |
19,628
-384
| -2% | -$52.6K | 2.82% | 4 |
|
|
2018
Q3 | $3.18M | Sell |
20,012
-284
| -1% | -$45.2K | 2.51% | 4 |
|
|
2018
Q2 | $2.77M | Sell |
20,296
-220
| -1% | -$30K | 2.26% | 5 |
|
|
2018
Q1 | $2.39M | Sell |
20,516
-748
| -4% | -$87K | 2.08% | 11 |
|
|
2017
Q4 | $2.17M | Buy |
+21,264
| New | +$2.17M | 1.84% | 19 |
|