GYL Financial Synergies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $456K | Sell |
1,667
-2
| -0.1% | -$547 | 0.03% | 248 |
|
|
2024
Q2 | $429K | Sell |
1,669
-289
| -15% | -$74.3K | 0.03% | 249 |
|
|
2024
Q1 | $590K | Sell |
1,958
-67
| -3% | -$20.2K | 0.05% | 220 |
|
|
2023
Q4 | $533K | Buy |
2,025
+31
| +2% | +$8.16K | 0.04% | 233 |
|
|
2023
Q3 | $404K | Buy |
1,994
+81
| +4% | +$16.4K | 0.04% | 251 |
|
|
2023
Q2 | $404K | Buy |
+1,913
| New | +$404K | 0.04% | 257 |
|
|
2020
Q4 | – | Sell |
-904
| Closed | -$227K | – | 173 |
|
|
2020
Q3 | $227K | Buy |
+904
| New | +$227K | 0.15% | 143 |
|
|
2020
Q2 | – | Sell |
-1,651
| Closed | -$238K | – | 155 |
|
|
2020
Q1 | $238K | Sell |
1,651
-328
| -17% | -$47.3K | 0.15% | 124 |
|
|
2019
Q4 | $322K | Buy |
1,979
+7
| +0.4% | +$1.14K | 0.14% | 119 |
|
|
2019
Q3 | $293K | Buy |
1,972
+61
| +3% | +$9.06K | 0.15% | 123 |
|
|
2019
Q2 | $290K | Buy |
1,911
+183
| +11% | +$27.8K | 0.15% | 115 |
|
|
2019
Q1 | $274K | Sell |
1,728
-41
| -2% | -$6.5K | 0.15% | 115 |
|
|
2018
Q4 | $242K | Buy |
+1,769
| New | +$242K | 0.18% | 113 |
|