GA
Gateway Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.78M | Buy |
17,459
+332
| +2% | +$90.9K | 0.77% | 32 |
|
|
2024
Q2 | $4.4M | Buy |
17,127
+532
| +3% | +$137K | 0.75% | 32 |
|
|
2024
Q1 | $5M | Buy |
16,595
+1,123
| +7% | +$338K | 0.88% | 32 |
|
|
2023
Q4 | $4.07M | Buy |
+15,472
| New | +$4.07M | 0.78% | 33 |
|
|
2021
Q2 | – | Sell |
-16,711
| Closed | -$3.54M | – | 108 |
|
|
2021
Q1 | $3.54M | Sell |
16,711
-200
| -1% | -$42.4K | 0.9% | 30 |
|
|
2020
Q4 | $3.76M | Buy |
16,911
+21
| +0.1% | +$4.67K | 0.82% | 30 |
|
|
2020
Q3 | $4.25M | Buy |
+16,890
| New | +$4.25M | 1% | 26 |
|