HVM
Harvest Volatility Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,684
| Closed | -$1.2M | – | 35 |
|
|
2023
Q2 | $1.2M | Buy |
5,684
+173
| +3% | +$36.5K | 0.24% | 79 |
|
|
2023
Q1 | $1.08M | Sell |
5,511
-359
| -6% | -$70.6K | 0.22% | 91 |
|
|
2022
Q4 | $778K | Sell |
5,870
-1,260
| -18% | -$167K | 0.16% | 114 |
|
|
2022
Q3 | $1.05M | Buy |
7,130
+730
| +11% | +$107K | 0.18% | 103 |
|
|
2022
Q2 | $1.06M | Buy |
6,400
+515
| +9% | +$85K | 0.17% | 106 |
|
|
2022
Q1 | $1.25M | Buy |
5,885
+2,712
| +85% | +$576K | 0.14% | 107 |
|
|
2021
Q4 | $806 | Buy |
+3,173
| New | +$806 | ﹤0.01% | 119 |
|