LAM
Lifestyle Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,044
| Closed | -$280K | – | 129 |
|
|
2025
Q1 | $280K | Sell |
1,044
-37
| -3% | -$9.93K | 0.15% | 85 |
|
|
2024
Q4 | $361K | Sell |
1,081
-4
| -0.4% | -$1.34K | 0.2% | 68 |
|
|
2024
Q3 | $297K | Buy |
+1,085
| New | +$297K | 0.16% | 74 |
|
|
2024
Q2 | – | Sell |
-784
| Closed | -$236K | – | 100 |
|
|
2024
Q1 | $236K | Buy |
+784
| New | +$236K | 0.14% | 84 |
|