LP
LGL Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,827
| Closed | -$263K | – | 110 |
|
|
2022
Q3 | $263K | Buy |
+1,827
| New | +$263K | 0.05% | 103 |
|
|
2022
Q1 | – | Sell |
-854
| Closed | -$217K | – | 104 |
|
|
2021
Q4 | $217K | Buy |
+854
| New | +$217K | 0.03% | 96 |
|
|
2017
Q3 | – | Sell |
-5,239
| Closed | -$454K | – | 60 |
|
|
2017
Q2 | $454K | Hold |
5,239
| – | – | 0.24% | 51 |
|
|
2017
Q1 | $432K | Sell |
5,239
-482
| -8% | -$39.7K | 0.22% | 51 |
|
|
2016
Q4 | $392K | Hold |
5,721
| – | – | 0.22% | 59 |
|
|
2016
Q3 | $403K | Hold |
5,721
| – | – | 0.21% | 53 |
|
|
2016
Q2 | $451K | Hold |
5,721
| – | – | 0.25% | 50 |
|
|
2016
Q1 | $422K | Sell |
5,721
-139
| -2% | -$10.3K | 0.22% | 55 |
|
|
2015
Q4 | $459K | Buy |
+5,860
| New | +$459K | 0.25% | 51 |
|