IRON Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,350
Closed -$200K 121
2019
Q3
$200K Hold
1,350
0.15% 91
2019
Q2
$214K Hold
1,350
0.2% 80
2019
Q1
$214K Sell
1,350
-2,000
-60% -$317K 0.14% 91
2018
Q4
$459K Buy
+3,350
New +$459K 0.36% 46