Joseph P. Lucia & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-61
| Closed | -$10K | – | 167 |
|
|
2022
Q2 | $10K | Hold |
61
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $13K | Buy |
+61
| New | +$13K | 0.01% | 301 |
|
|
2021
Q4 | – | Sell |
-112
| Closed | -$30K | – | 213 |
|
|
2021
Q3 | $30K | Buy |
112
+99
| +762% | +$26.5K | 0.02% | 263 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 457 |
|