GYL Financial Synergies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $404K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $238K | Sell |
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|
2019
Q4 | $322K | Buy |
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|
2019
Q3 | $293K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $242K | Buy |
|