Heck Capital Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,264	Closed	-$268K	–	141
2022 Q1	$268K	Buy	+1,264	New	+$268K	0.05%	107
2020 Q4	–	Sell	-1,056	Closed	-$265K	–	105
2020 Q3	$265K	Buy	+1,056	New	+$265K	0.07%	81