Lee Capital Asset Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$2.9M Sell
17,814
-1,025
-5% -$167K 6.07% 3
2019
Q3
$2.8M Sell
18,839
-39,702
-68% -$5.89M 4.07% 10
2019
Q2
$8.88M Buy
58,541
+32,041
+121% +$4.86M 11.68% 1
2019
Q1
$4.2M Sell
26,500
-3,450
-12% -$546K 6.27% 7
2018
Q4
$4.1M Buy
+29,950
New +$4.1M 4.79% 10