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