ICA Group Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $31.4K | Sell |
122
-1,288
| -91% | -$331K | 0.02% | 291 |
|
|
2024
Q1 | $425K | Buy |
1,410
+397
| +39% | +$120K | 0.09% | 184 |
|
|
2023
Q4 | $267K | Buy |
+1,013
| New | +$267K | 0.06% | 217 |
|
|
2023
Q3 | – | Sell |
-908
| Closed | -$192K | – | 418 |
|
|
2023
Q2 | $192K | Sell |
908
-840
| -48% | -$177K | 0.05% | 233 |
|
|
2023
Q1 | $349K | Sell |
1,748
-75
| -4% | -$15K | 0.08% | 186 |
|
|
2022
Q4 | $242K | Buy |
1,823
+149
| +9% | +$19.8K | 0.06% | 236 |
|
|
2022
Q3 | $241K | Buy |
1,674
+52
| +3% | +$7.49K | 0.05% | 307 |
|
|
2022
Q2 | $298K | Hold |
1,622
| – | – | 0.06% | 284 |
|
|
2022
Q1 | $297K | Buy |
+1,622
| New | +$297K | 0.06% | 284 |
|