IAP
Indie Asset Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-835
| Closed | -$212K | – | 125 |
|
|
2021
Q4 | $212K | Sell |
835
-3
| -0.4% | -$762 | 0.15% | 122 |
|
|
2021
Q3 | $227K | Hold |
838
| – | – | 0.18% | 107 |
|
|
2021
Q2 | $205K | Buy |
+838
| New | +$205K | 0.17% | 119 |
|
|
2021
Q1 | – | Sell |
-1,010
| Closed | -$225K | – | 121 |
|
|
2020
Q4 | $225K | Sell |
1,010
-190
| -16% | -$42.3K | 0.26% | 96 |
|
|
2020
Q3 | $302K | Buy |
1,200
+40
| +3% | +$10.1K | 0.38% | 65 |
|
|
2020
Q2 | $229K | Sell |
1,160
-617
| -35% | -$122K | 0.29% | 79 |
|
|
2020
Q1 | $256K | Buy |
1,777
+12
| +0.7% | +$1.73K | 0.32% | 61 |
|
|
2019
Q4 | $287K | Buy |
+1,765
| New | +$287K | 0.3% | 63 |
|