HC Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $53K | Hold |
324
| – | – | 0.04% | 125 |
|
|
2022
Q1 | $69K | Hold |
324
| – | – | 0.04% | 117 |
|
|
2021
Q4 | $82K | Hold |
324
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $88K | Buy |
324
+192
| +145% | +$52.1K | 0.05% | 103 |
|
|
2021
Q2 | $32K | Hold |
132
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $28K | Hold |
132
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $29K | Hold |
132
| – | – | 0.02% | 171 |
|
|
2020
Q3 | $33K | Hold |
132
| – | – | 0.02% | 145 |
|
|
2020
Q2 | $25K | Hold |
132
| – | – | 0.02% | 163 |
|
|
2020
Q1 | $19K | Buy |
+132
| New | +$19K | 0.02% | 179 |
|