Lake Point Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 254 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 248 |
|
|
2021
Q3 | $5K | Buy |
20
+5
| +33% | +$1.25K | ﹤0.01% | 235 |
|
|
2021
Q2 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 264 |
|
|
2020
Q1 | $2K | Sell |
15
-61
| -80% | -$8.13K | ﹤0.01% | 250 |
|
|
2019
Q4 | $12K | Buy |
+76
| New | +$12K | ﹤0.01% | 252 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $2K | Sell |
15
-113
| -88% | -$15.1K | ﹤0.01% | 523 |
|
|
2018
Q4 | $18K | Buy |
+128
| New | +$18K | 0.01% | 364 |
|