Janiczek Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $166K | Sell |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $188K | Buy |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $32K | Buy |
|