IAG Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Sell |
130
-20
| -13% | -$5.45K | ﹤0.01% | 225 |
|
|
2025
Q1 | $40.3K | Hold |
150
| – | – | 0.01% | 216 |
|
|
2024
Q4 | $50.1K | Hold |
150
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $41.1K | Hold |
150
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $38.6K | Buy |
150
+20
| +15% | +$5.14K | 0.01% | 204 |
|
|
2024
Q1 | $39.2K | Hold |
130
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $34.2K | Hold |
130
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $26.4K | Sell |
130
-20
| -13% | -$4.06K | 0.01% | 203 |
|
|
2023
Q2 | $31.7K | Buy |
150
+30
| +25% | +$6.34K | 0.01% | 198 |
|
|
2023
Q1 | $24K | Buy |
120
+100
| +500% | +$20K | 0.01% | 206 |
|
|
2022
Q4 | $2.65K | Sell |
20
-58
| -74% | -$7.69K | ﹤0.01% | 391 |
|
|
2022
Q3 | $11K | Buy |
78
+58
| +290% | +$8.18K | ﹤0.01% | 267 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 314 |
|
|
2021
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 294 |
|
|
2020
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 302 |
|
|
2019
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 320 |
|