Harvest Investment Services’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,380	Closed	-$346K	–	214
2020 Q3	$346K	Buy	1,380 +74	+6%	+$18.6K	0.2%	124
2020 Q2	$244K	Buy	+1,306	New	+$244K	0.14%	160
2019 Q2	–	Sell	-2,021	Closed	-$325K	–	157
2019 Q1	$325K	Buy	+2,021	New	+$325K	0.19%	98