Lighthouse Financial Advisors’s Salesforce CRM Stock Holding History

Lighthouse Financial Advisors’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 Q1	$2.89M	Buy
2020 Q4	$2.69M	Buy
2020 Q3	$2.82M	Buy
2020 Q2	$2.03M	Buy
2020 Q1	$1.32M	Sell
2019 Q4	$1.54M	Buy