Holistic Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-719
| Closed | -$217K | – | 124 |
|
|
2024
Q1 | $217K | Sell |
719
-100
| -12% | -$30.1K | 0.11% | 121 |
|
|
2023
Q4 | $216K | Buy |
+819
| New | +$216K | 0.13% | 108 |
|
|
2020
Q4 | – | Sell |
-939
| Closed | -$237K | – | 119 |
|
|
2020
Q3 | $237K | Buy |
+939
| New | +$237K | 0.19% | 74 |
|
|
2018
Q2 | – | Sell |
-584
| Closed | -$68K | – | 105 |
|
|
2018
Q1 | $68K | Hold |
584
| – | – | 0.06% | 154 |
|
|
2017
Q4 | $60K | Buy |
+584
| New | +$60K | 0.05% | 174 |
|