HS
Horan Securities’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$872 | – | 208 |
|
|
2023
Q2 | $872 | Hold |
4
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $825 | Sell |
4
-1
| -20% | -$206 | ﹤0.01% | 642 |
|
|
2022
Q4 | $609 | Buy |
5
+1
| +25% | +$122 | ﹤0.01% | 684 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $1K | Sell |
4
-8
| -67% | -$2K | ﹤0.01% | 603 |
|
|
2022
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 423 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 431 |
|