Lake Street Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,359
| Closed | -$372K | – | 254 |
|
|
2024
Q3 | $372K | Sell |
1,359
-9,663
| -88% | -$2.65M | 0.06% | 195 |
|
|
2024
Q2 | $2.83M | Buy |
11,022
+962
| +10% | +$247K | 0.37% | 73 |
|
|
2024
Q1 | $3.03M | Sell |
10,060
-630
| -6% | -$190K | 0.42% | 66 |
|
|
2023
Q4 | $2.81M | Buy |
10,690
+3,894
| +57% | +$1.02M | 0.44% | 63 |
|
|
2023
Q3 | $1.38M | Buy |
6,796
+431
| +7% | +$87.6K | 0.25% | 104 |
|
|
2023
Q2 | $1.34M | Buy |
6,365
+4,904
| +336% | +$1.04M | 0.24% | 109 |
|
|
2023
Q1 | $292K | Sell |
1,461
-87
| -6% | -$17.4K | 0.05% | 233 |
|
|
2022
Q4 | $205K | Sell |
1,548
-836
| -35% | -$111K | 0.04% | 263 |
|
|
2022
Q3 | $343K | Sell |
2,384
-128
| -5% | -$18.4K | 0.08% | 201 |
|
|
2022
Q2 | $415K | Sell |
2,512
-1,100
| -30% | -$182K | 0.09% | 183 |
|
|
2022
Q1 | $767K | Sell |
3,612
-12,146
| -77% | -$2.58M | 0.14% | 145 |
|
|
2021
Q4 | $4.01M | Buy |
15,758
+1,697
| +12% | +$431K | 0.7% | 31 |
|
|
2021
Q3 | $3.81M | Buy |
14,061
+400
| +3% | +$108K | 0.93% | 29 |
|
|
2021
Q2 | $3.35M | Buy |
13,661
+264
| +2% | +$64.7K | 0.85% | 34 |
|
|
2021
Q1 | $2.84M | Sell |
13,397
-172
| -1% | -$36.4K | 0.78% | 36 |
|
|
2020
Q4 | $3.02M | Buy |
13,569
+360
| +3% | +$80.1K | 0.87% | 34 |
|
|
2020
Q3 | $3.32M | Sell |
13,209
-226
| -2% | -$56.8K | 1.12% | 25 |
|
|
2020
Q2 | $2.52M | Sell |
13,435
-2,925
| -18% | -$548K | 0.93% | 34 |
|
|
2020
Q1 | $2.36M | Buy |
16,360
+959
| +6% | +$138K | 1.07% | 30 |
|
|
2019
Q4 | $2.51M | Buy |
15,401
+307
| +2% | +$49.9K | 0.96% | 31 |
|
|
2019
Q3 | $2.24M | Buy |
15,094
+6
| +0% | +$891 | 1.02% | 30 |
|
|
2019
Q2 | $2.29M | Buy |
15,088
+934
| +7% | +$142K | 1.35% | 21 |
|
|
2019
Q1 | $2.24M | Buy |
+14,154
| New | +$2.24M | 1.54% | 21 |
|