Genesee Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-12,620
Closed -$2M 70
2019
Q1
$2M Buy
12,620
+794
+7% +$126K 2.41% 12
2018
Q4
$1.62M Buy
+11,826
New +$1.62M 2.65% 13