Lee Capital Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34,330
| Closed | -$5.67M | – | 34 |
|
|
2022
Q2 | $5.67M | Buy |
+34,330
| New | +$5.67M | 4.44% | 4 |
|
|
2022
Q1 | – | Sell |
-5,055
| Closed | -$1.29M | – | 54 |
|
|
2021
Q4 | $1.29M | Sell |
5,055
-11,695
| -70% | -$2.97M | 0.67% | 43 |
|
|
2021
Q3 | $4.54M | Sell |
16,750
-10,700
| -39% | -$2.9M | 2.38% | 13 |
|
|
2021
Q2 | $6.71M | Sell |
27,450
-1,960
| -7% | -$479K | 3.38% | 6 |
|
|
2021
Q1 | $6.23M | Buy |
29,410
+12,440
| +73% | +$2.64M | 2.75% | 6 |
|
|
2020
Q4 | $3.78M | Buy |
16,970
+4,295
| +34% | +$956K | 2.23% | 10 |
|
|
2020
Q3 | $3.19M | Buy |
+12,675
| New | +$3.19M | 1.86% | 21 |
|
|
2020
Q2 | – | Sell |
-24,484
| Closed | -$3.53M | – | 45 |
|
|
2020
Q1 | $3.53M | Buy |
+24,484
| New | +$3.53M | 2.91% | 9 |
|
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$1.27M | – | 43 |
|
|
2018
Q3 | $1.27M | Sell |
8,000
-27,670
| -78% | -$4.4M | 0.91% | 40 |
|
|
2018
Q2 | $4.87M | Buy |
+35,670
| New | +$4.87M | 3.44% | 4 |
|