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H.L. Ormond & Company’s Salesforce CRM Stock Holding History

H.L. Ormond & Company’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$345K Buy
2,395
+832
+53% +$120K 0.55% 73
2022
Q2 		$258K Sell
1,563
-1,215
-44% -$201K 0.42% 80
2022
Q1 		$590K Sell
2,778
-59
-2% -$12.5K 0.72% 65
2021
Q4 		$618K Buy
+2,837
New +$618K 0.72% 63