JEST
CRM icon

JTC Employer Solutions Trustee’s Salesforce CRM Stock Holding History

JTC Employer Solutions Trustee’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,665
Closed -$619K – 378
2022
Q4 		$619K Hold
4,665
– – 0.05% 72
2022
Q3 		$1.06M Hold
4,665
– – 0.18% 46
2022
Q2 		$1.06M Hold
4,665
– – 0.14% 43
2022
Q1 		$1.06M Buy
+4,665
New +$1.06M 0.12% 46