Impact Partnership Wealth’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	-63	Closed	-$19K	–	308
2024 Q1	$19K	Sell	63 -56	-47%	-$16.9K	0.01%	392
2023 Q4	$31.3K	Sell	119 -201	-63%	-$52.9K	0.01%	376
2023 Q3	$64.9K	Buy	320 +222	+227%	+$45K	0.02%	361
2023 Q2	$20.7K	Buy	+98	New	+$20.7K	0.01%	334