Graves Light Lenhart Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-227
| Closed | -$37K | – | 258 |
|
|
2022
Q2 | $37K | Sell |
227
-7
| -3% | -$1.14K | 0.01% | 336 |
|
|
2022
Q1 | $50K | Sell |
234
-144
| -38% | -$30.8K | 0.01% | 354 |
|
|
2021
Q4 | $96K | Buy |
378
+227
| +150% | +$57.7K | 0.01% | 305 |
|
|
2021
Q3 | $41K | Buy |
151
+6
| +4% | +$1.63K | 0.01% | 401 |
|
|
2021
Q2 | $35K | Buy |
145
+33
| +29% | +$7.97K | 0.01% | 422 |
|
|
2021
Q1 | $24K | Buy |
112
+28
| +33% | +$6K | ﹤0.01% | 472 |
|
|
2020
Q4 | $19K | Buy |
+84
| New | +$19K | ﹤0.01% | 491 |
|