Legacy Wealth Partners’s Salesforce CRM Stock Holding History

Legacy Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.45M	Buy
2021 Q1	$292K	Hold
2020 Q4	$307K	Hold
2020 Q3	$346K	Sell
2020 Q2	$293K	Buy
2020 Q1	–	Sell
2019 Q4	$253K	Buy