Householder Group Estate & Retirement Specialist’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39K | Sell |
118
-338
| -74% | -$112K | 0.03% | 233 |
|
|
2024
Q3 | $124K | Buy |
456
+14
| +3% | +$3.81K | 0.04% | 327 |
|
|
2024
Q2 | $113K | Buy |
442
+66
| +18% | +$16.9K | 0.03% | 330 |
|
|
2024
Q1 | $113K | Sell |
376
-1
| -0.3% | -$301 | 0.03% | 327 |
|
|
2023
Q4 | $99K | Sell |
377
-178
| -32% | -$46.7K | 0.03% | 334 |
|
|
2023
Q3 | $113K | Buy |
+555
| New | +$113K | 0.04% | 295 |
|
|
2023
Q1 | $100K | Buy |
499
+61
| +14% | +$12.2K | 0.04% | 306 |
|
|
2022
Q4 | $58K | Buy |
438
+42
| +11% | +$5.56K | 0.09% | 107 |
|
|
2022
Q3 | $56K | Buy |
+396
| New | +$56K | 0.02% | 375 |
|