LFA
Lighthouse Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.89M | Buy |
13,622
+1,539
| +13% | +$326K | 0.87% | 26 |
|
|
2020
Q4 | $2.69M | Buy |
12,083
+869
| +8% | +$193K | 0.91% | 35 |
|
|
2020
Q3 | $2.82M | Buy |
11,214
+248
| +2% | +$62.3K | 1.07% | 22 |
|
|
2020
Q2 | $2.03M | Buy |
10,966
+1,818
| +20% | +$337K | 0.86% | 36 |
|
|
2020
Q1 | $1.32M | Sell |
9,148
-302
| -3% | -$43.5K | 0.8% | 44 |
|
|
2019
Q4 | $1.54M | Buy |
+9,450
| New | +$1.54M | 0.72% | 44 |
|