Grace Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $276K | Sell |
1,085
-63
| -5% | -$16K | 0.16% | 121 |
|
2021
Q3 | $311K | Buy |
1,148
+70
| +6% | +$19K | 0.19% | 117 |
|
2021
Q2 | $263K | Buy |
+1,078
| New | +$263K | 0.18% | 118 |
|
2019
Q3 | – | Sell |
-2,321
| Closed | -$352K | – | 145 |
|
2019
Q2 | $352K | Hold |
2,321
| – | – | 0.17% | 125 |
|
2019
Q1 | $368K | Buy |
+2,321
| New | +$368K | 0.14% | 142 |
|