HC Financial Advisors’s Salesforce CRM Stock Holding History

HC Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$53K	Hold
2022 Q1	$69K	Hold
2021 Q4	$82K	Hold
2021 Q3	$88K	Buy
2021 Q2	$32K	Hold
2021 Q1	$28K	Hold
2020 Q4	$29K	Hold
2020 Q3	$33K	Hold
2020 Q2	$25K	Hold
2020 Q1	$19K	Buy