JSMC
Jess S. Morgan & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,814
| Closed | -$3.57M | – | 41 |
|
|
2022
Q1 | $3.57M | Buy |
16,814
+478
| +3% | +$101K | 2.6% | 24 |
|
|
2021
Q4 | $4.15M | Buy |
16,336
+206
| +1% | +$52.3K | 2.55% | 25 |
|
|
2021
Q3 | $4.38M | Sell |
16,130
-177
| -1% | -$48K | 2.89% | 18 |
|
|
2021
Q2 | $3.98M | Buy |
16,307
+1,245
| +8% | +$304K | 2.62% | 28 |
|
|
2021
Q1 | $3.19M | Buy |
15,062
+758
| +5% | +$161K | 2.24% | 30 |
|
|
2020
Q4 | $3.18M | Buy |
14,304
+1,780
| +14% | +$396K | 2.54% | 30 |
|
|
2020
Q3 | $3.15M | Sell |
12,524
-2,442
| -16% | -$614K | 3.14% | 10 |
|
|
2020
Q2 | $2.8M | Sell |
14,966
-2,030
| -12% | -$380K | 3.04% | 13 |
|
|
2020
Q1 | $2.45M | Buy |
16,996
+2,843
| +20% | +$409K | 3.18% | 18 |
|
|
2019
Q4 | $2.3M | Buy |
+14,153
| New | +$2.3M | 2.26% | 30 |
|