Harvest Group Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-48
| Closed | -$11K | – | 175 |
|
|
2020
Q4 | $11K | Buy |
48
+25
| +109% | +$5.73K | 0.01% | 215 |
|
|
2020
Q3 | $6K | Sell |
23
-7
| -23% | -$1.83K | ﹤0.01% | 245 |
|
|
2020
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 249 |
|
|
2019
Q4 | – | Sell |
-229
| Closed | -$34K | – | 981 |
|
|
2019
Q3 | $34K | Buy |
229
+29
| +15% | +$4.31K | 0.04% | 101 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | 0.04% | 104 |
|
|
2019
Q1 | $32K | Buy |
+200
| New | +$32K | 0.03% | 116 |
|