Legacy Wealth Asset Management’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	-2,383	Closed	-$393K	–	324
2022 Q2	$393K	Buy	2,383 +685	+40%	+$113K	0.16%	200
2022 Q1	$361K	Buy	+1,698	New	+$361K	0.13%	224